Find Financial / Retirement Planning Services in your area
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A financial planner or advisor who works with the elderly is going to understand how to invest assets for that age group. This person will also...
Although this area is without a member to assist you, we can provide you contact with similar elder care services in Alabama. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in Alaska. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
| Chandler and all of Arizona (Financial / Retirement Planning) Diane Forshee, CSA, CLTC Phone: 480-782-1630 1185 W Macaw Drive P.O. Box 11293 Chandler AZ 85248 About Diane Forshee | Contact Diane Forshee for Help & Information |
| Serving all of Arizona & California (Financial / Retirement Planning) Wealth Preservation Concepts ~ Thomas Steele 2900 Adams Street, Suite C130, Riverside, CA 92504 About Wealth Preservation Concepts | Contact Thomas Steele for Help & Information |
| Serving all of Arizona Financial / Retirement Planning) Guiding Light ALC ~ Senior Resource Connection 2925 East Riggs Road, Suite 8-128 Chandler, AZ 85249 About Guiding Light ALC | Contact Senior Resource Connection for Help & Information |
| Serving Arizona, Illinois, Wisconsin, & Colorado (Financial / Retirement Planning) W. Ryan Zenk, Veterans Benefits Inc in Arizona, Illinois and Wisconsin; Geriatric care management firm Senior Planning Group in Wisconsin & Zenk Law Office in Wisconsin About Ryan Zenk | Contact Ryan Zenk for Help & Information |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in Arkansas. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
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Northern California
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| Northern California, the Sacramento Area & Central California Titus & Associates ~ Mark Thompson (Financial / Retirement Planning) Contact today for FREE information and newsletter! 2068 Talbert Drive, Chico, CA 95928 About Titus & Associates | Contact Mark Thompson for Help & Information |
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Sacramento Area / Greater San Francisco Bay Area
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| Alameda, Contra Costa Counties and the Greater Bay Area (Financial / Retirement Planning) Olison & Company ~ Kevin D. Olison Contact: 925-855-3230 111 Deerwood Road, Suite 200 San Ramon, CA 94583 About Olison & Company | Contact Kevin D. Olison for Help & Information |
| Alameda, Contra Costa Counties & all of Northern California (Financial / Retirement Planning) Marty Appel, Mortgage Consultant / Reverse Mortgage Specialist Mason McDuffie Mortgage Corporation 500 LaGonda Way #102, Danville, CA 94526 About Marty Appel | Contact Marty Appel for Help & Information |
| Contra Costa, Alameda, & Solano Counties (Financial / Retirement Planning) Joanna Marie - Where to Go & What to Do ~ Family & Elder Services P.O. Box 1495, Martinez, CA 94553 About Joanna Marie | Contact Joanna Marie for Help & Information |
| San Francisco, the Bay Area, including Marin & Sonoma Counties Rebecca Brumbaugh ~ Long Term Care Insurance Services 909 Susan Way, Novato, CA 94947 About Rebecca Brumbaugh | Contact Rebecca Brumbaugh for Help & Information |
| Greater San Francisco Bay area & Northern California (Financial / Retirement Planning) Kathryn L. Fitzgerald, MS CFP ~ Napa Planner Financial Group 2061 Monticello Rd., Napa, CA 94558 About Kathryn L. Fitzgerald | Contact Napa Planner Financial Group |
| Serving all of California (Financial / Retirement Planning) Pioneer Diverse Insurance Services PO Box 293840 Sacramento, CA 95829 About Pioneer Diverse Insurance Services | Contact Us for Help & Information |
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Central California / Monterey Bay Area / Santa Barbara / San Luis Obispo
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Although this area is without a member to assist you, we can provide you contact with similar elder care services in California. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
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Los Angeles Area / Orange County / Inland Empire/ San Diego Area
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| Anaheim, Buena Park, Cypress, Garden Grove, Lakewood, Seal Beach, Los Alamitos, Lakewood, Long Beach, Cerritos, and the Greater Orange County and Los Angeles County metropolitan areas Law Offices of Thomas L. McKenzie (Financial / Retirement Planning) 10702 Pamela St. Cypress, CA 90630 About Law Offices of Thomas L. McKenzie | Contact Thomas L. McKenzie |
| Los Angeles & surrounding counties (Long Term Care Insurance) Errol Sayin ~ SQB PO Box 1066, Riverside, CA 92502 About Errol Sayin | Contact SQB for Help & Information |
| Orange, Riverside, San Bernardino, Los Angeles & San Diego Counties Susanne Miller ~ Your Estate Coach 1501 N Harbor Blvd, Ste 100 Fullerton, CA 92835 About Susanne Miller | Contact Your Estate Coach for Help & Information |
| Orange County (Financial / Retirement Planning) Hagler Financial Services ~ Joseph S. Hagler 461 South Glassell Street, Suite A Orange, CA 92866 About Hagler Financial Services | Contact Joseph S. Hagler for Help & Information |
| Orange County (Financial / Retirement Planning) Christina Bush, Vice President/Senior Wealth Advisor ~ CB Wealth Advisory 2753 Camino Capistrano, Ste. #C-1, San Clemente, CA 92672 About Christina Bush | Contact Christina Bush for Help & Information |
| Riverside, San Diego and Orange Counties (Financial / Retirement Planning) Senior Retirement Care ~ Clark D. Pace 27315 Jefferson Ave., Suite J-144 Temecula, California 92590 About Senior Retirement Care | Contact Clark D. Pace for Help & Information |
| Riverside and San Bernardino Counties (Financial / Retirement Planning) Moynihan Lyons, PC ~ J. Terrence Moynihan & Maureen A. Lyons Phone: (951) 781-1960 | 6529 Riverside Avenue, Suite 132, Riverside, CA 92506 About Moynihan Lyons, PC | Contact Terrence or Maureen for Help & Information |
| San Diego County & surrounding areas (Financial / Retirement Planning) Amos Johnson Jr. ~ Amos Johnson Agency 815 Third Ave Ste. 303 Chula Vista CA 91911 About Amos Johnson | Contact Amos Johnson Agency for Help & Information |
| Serving Southern California (Financial / Retirement Planning) Frank H. Markley CLTC ~ Genworth Life 28481 Camino Dimora San Juan Capistrano, Ca. 92675 About Frank H. Markley | Contact Frank H. Markley for Help & Information |
| Serving Southern California (Financial / Retirement Planning) Edward Kanemoto, Certified Retirement Planner ~ ElderCare Alliance 1 World Trade Center, Suite #800, Long Beach, CA 90831 About Edward Kanemoto | Contact ElderCare Alliance for Help & Information |
| Serving Southern California (Financial / Retirement Planning) Ronaldo Pontremoli ~ American Family Administrators 27635 Forbes Road, Suite D, Laguna Niguel, CA 92677 About Ronaldo Pontremoli | Contact American Family Administrators for Help & Information |
| Serving all of California & Arizona (Financial / Retirement Planning) Wealth Preservation Concepts ~ Thomas Steele 2900 Adams Street, Suite C130, Riverside, CA 92504 About Wealth Preservation Concepts | Contact Thomas Steele for Help & Information |
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All of California
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Although this area is without a member to assist you, we can provide you contact with similar elder care services in California. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
| Denver Metro area including Denver, Aurora, Highlands Ranch, Littleton, Castle Rock, and Parker (Financial / Retirement Planning) RE/MAX Professionals ~ Carolyn Gensler - Senior Real Estate Specialist & Trusted Advisor About RE/MAX Professionals | Contact Carolyn Gensler for Help & Information |
| Denver / Colorado Springs Area (Financial / Retirement Planning) Paul Montgrain CSFP, CEA ~ Centennial, CO About Paul Montgrain CSFP, CEA | Contact Paul Montgrain CSFP, CEA for Help & Information |
| Jefferson, Denver, Adams, Arapahoe, Boulder, & Gilpin Counties Michael Herman, ChFC, LUTCF ~ Golden Wealth Solutions, Inc Wheat Ridge, CO 80033 About Michael Herman | Contact Golden Wealth Solutions, Inc for Help & Information |
| Southwestern Colorado (Financial / Retirement Planning) Creative Retirement Planning Consulting Services ~ Roger O' Keefe Durango, CO 81302 About Creative Retirement Planning Consulting Services | Contact for Help & Information |
| Serving all of Colorado (Financial / Retirement Planning) Chayet & Danzo, LLC. ~ Marco Chayet 650 S. Cherry St., Suite 710 Denver, CO 80246 About Marco Chayet | Contact Chayet & Danzo, LLC. for Help & Information |
| Fairfield, Hartford, Litchfield, Middlesex, New London, New Haven, Tolland, & Windham Counties (Financial / Retirement Planning) Kenneth Penfield, CCCE (Toll Free) 1-866-REV-1411 1520 Highland Avenue (Rt10) Cheshire, CT 06410 About Kenneth Penfield | CTReverseMortgage.com |
| Hartford, Litchfield, New Haven & Middlesex counties (Financial / Retirement Planning) Cheryl S. Hinze, MBA, CLTC ~ Retirement Visions, LLC 433 South Main Street, Suite 110, West Hartford, CT 06110 About Cheryl S. Hinze | Contact Retirement Visions for Help & Information |
| Litchfield, Hartford, Tolland, and Windham Counties (Financial / Retirement Planning) Donald Kuerner, CLU, ChFC, CFP ~ Gateway Finacial Group, Inc 500 Winding Brook Drive Glastonbury, CT 06033 About Don Kuerner | Contact Gateway Finacial Group, Inc for Help & Information |
| Serving all of Deleware (Financial / Retirement Planning) JAH Financial Management 724 Yorklyn Rd., Ste. 220, Hockessin, DE 19707 About JAH Financial Management | Contact JAH Financial Management |
| Serving all of Deleware (Financial / Retirement Planning) Martin V. Higgins, CFP, CLU, AEP ~ Family Wealth Management Advisory, LLC Marlton, NJ 08053 About Martin V. Higgins | Contact Family Wealth Management Advisory, LLC |
| Serving all of Delaware (Financial / Retirement Planning) TFG Wealth Mangment ~ Bill Matles 12 Penns Trail Suite 124, Newtown, PA 18940 About Bill Matles | Contact TFG Wealth Mangment for Help & Information |
| Serving all of Deleware (Financial / Retirement Planning) Jarrod Barton CFP® ChFC ~ Freedom Retirement Planning 224 S. Chester Rd. Swarthmore, PA 19081 About Jarrod Barton | Contact Freedom Retirement Planning |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in Washington D.C. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
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Panhandle & North Florida: Pensacola / Tallahassee / Jacksonville / Gainesville
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| North Central Florida, Alachua, Marion & surrounding counties, Gainesville, Ocala & surrounding cities (Financial / Retirement Planning) The Toney Law Firm ~ Scott Toney 804 Northwest 16th Avenue Suite B, Gainesville, FL 32601 About Scott Toney | Contact The Toney Law Firm for Help & Information |
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Central Florida: Orlando / Ocala / Daytona Beach / Palm Bay
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| Duval, St. John’s, Flagler, Volusia, Seminole, and Orange Counties Secure Financial Planning, Inc., Carlos Dias Jr. (Financial / Retirement Planning) 50 Leanni Way, Suite C-3 Palm Coast, FL 32137 1035 Primera Boulevard, Suite 1041 Lake Mary, FL 32746 About Secure Financial Planning, Inc. | Contact Carlos Dias Jr. for Help & Information |
| Greater Orlando and Central Florida (Financial / Retirement Planning) Tilden "Til" L. Sowdon, CLU, RFC 5728 Major Blvd., Ste. 602 Orlando, FL 32819 About "Til" L. Sowdon | Contact "Til" L. Sowdon for Help & Information |
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Southwest Florida: Tampa / St. Petersburg / Cape Coral / Naples
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| Charlotte, Lee, & Collier Counties (Financial / Retirement Planning) Mark E. Nichols, Charter Care Planning, LLC Specializes in Medicaid Pre-Planning and Crisis Planning as well as Veterans Benefits 1415 Panther Lane Naples, FL 34109 About Mark E. Nichols | Contact Charter Care Planning, LLC |
| Clearwater, Lakeland, Sarasota, St. Petersburg, Tampa and surrounding areas Kate Wilde, CLTC ~ Genworth Life Insurance Company 116 Chesapeake Avenue, Tampa, FL 33606 About Kate Wilde | Contact Kate Wilde for Help & Information |
| Pasco, Pinellas, Hernando, Hillsborough Counties (Financial / Retirement Planning) Allan Cruickshank, National Ethics Bureau Member ~ US Benefits Group, LLC 905 E. M.L. King Jr. Dr. #203 Tarpon Springs, Fl 34689 About Allan Cruickshank | Contact US Benefits Group, LLC for Help & Information |
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Southeast Florida: Port St Lucie / West Palm Beach / Boca Raton / Miami
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| Aventura, Coconut Grove, Delray Beach & Miami (Financial / Retirement Planning) Scott M. Solkoff, Esq. ~ Solkoff Legal, P.A. A PROFESSIONAL ASSOCIATION 2605 W. Atlantic Ave, Ste A-103 Delray Beach,FL 33445 About Scott M. Solkoff, Esq. | Contact Solkoff Legal for Help & Information |
| Boca Raton, Fort Lauderdale, West Palm Beach, Aventura, Weston Ellen S. Morris, Esq. and Howard S. Krooks, Esq. Certified Elder Law Attorney, Elder Law Associates, PA Main Office: 7000 W. Palmetto Park Rd., Ste 205, Boca Raton, FL 33433 About E. Morris and H. Krooks | Contact Ellen S. Morris and Howard S. Krooks |
| Broward, Palm Beach, Martin, Miami-Dade and Monroe Counties Dan Miller, CLTC (Financial / Retirement Planning) 11555 Heron Bay Blvd. Suite 200 Coral Springs, FL 33076 About Dan Miller | Contact Dan Miller for Help & Information |
| Broward, Palm Beach and Miami-Dade Counties (Financial / Retirement Planning) Adult Senior Placement PO Box 771223, Coral Springs, FL 33077 About Adult Senior Placement | Contact Adult Senior Placement for Help & Information |
| Serving all of Southwest Florida (Financial / Retirement Planning) Legacy One Financial, LLC ~ Ted Capuano, VA Accredited Agent 8359 Beacon Blvd. Fort Myers, FL 33907 About Legacy One Financial, LLC | Contact Ted Capuano for Help & Information |
| Serving all of Florida (Financial / Retirement Planning) Chuck Pugsley ~ Medicaid Eligibility, Inc. 2255 Glades Rd, suite 324 Boca Raton, FL 33431 About Chuck Pugsley | Contact Medicaid Eligibility, Inc. for Help & Information |
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All of Florida
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Although this area is without a member to assist you, we can provide you contact with similar elder care services in Florida. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
| Atlanta & Northwest Georgia (Financial / Retirement Planning) Kenneth R. Clark, CPCU, CLTC, CSA, K.R. ~ Clark & Co., LLC 413 Gold Crossing, Canton, GA 30114-6353 About Kenneth R. Clark | Contact Clark & Co., LLC for Help & Information |
| Atlanta, Athens, Macon & surrounding Areas in GA (Financial / Retirement Planning) BUD OTTO, CLU ChFC ~ Senior Risk Management 500 Valley Ln. NE Sandy Springs GA 30328 About BUD OTTO, CLU ChFC | Contact Senior Risk Management for Help & Information |
| Serving all of Georgia (Financial / Retirement Planning) James B. Swain ~ Swain Law Firm 515 E. Crossville Rd Suite 110 Roswell, GA 30075 About James B. Swain | Contact Swain Law Firm for Help & Information |
| Serving all of Hawaii (Financial / Retirement Planning) Pioneer Diverse Insurance Services PO Box 293840 Sacramento, CA 95829 About Pioneer Diverse Insurance Services | Contact Us for Help & Information |
| Serving all of Hawaii (Financial / Retirement Planning) Frank H. Markley CLTC ~ Genworth Life 28481 Camino Dimora San Juan Capistrano, Ca. 92675 About Frank H. Markley | Contact Frank H. Markley for Help & Information |
| Ada, Boise, Canyon, Elmore, Gem, Payette and Washington Counties in Idaho and Malheur County in Oregon (Financial / Retirement Planning) Legacy Financial Advisors, Inc ~ David Tidwell 146 McClure Ave. Nampa, ID 83651 About Legacy Financial Advisors, Inc | Contact David Tidwell for Help & Information |
| Priest River, Sandpoint, Hayden Coeur, D'alene, Post Falls, & Rathdrum ADL Insurance Services ~ Lisa Veltri (Financial / Retirement Planning) 1221 Cottonwood Village Ste. 1, Priest River ID. 83856 About ADL Insurance Services | Contact Lisa Veltri for Help & Information |
| Twin Falls, Pocatello, Idaho Falls, Rexburg, and surrounding areas Chad Nielsen ~ Gateway Financial (Financial / Retirement Planning) 2755 Poleline Road Pocatello, ID 83201 About Chad Nielsen | Contact Gateway Financial for Help & Information |
| Arlington Hts., Cook, Dupage, Chicagoland and all Illinois (Financial / Retirement Planning) Kim A. Schutt ~ AA ALLIANCE BANCorp 515 Ogden Ave. Downers Grove, Il 60515 1-630-440-5187 About Kim A. Schutt | Contact Kim A. Schutt for Help & Information |
| Boone, Cook, DeKalb, DuPage, Grundy, Kane, Kankakee, Kendall, Lake, McHenry, Will & Winnebago (Financial / Retirement Planning) COUNTRY Financial ~ Robert J. Sweiss, CLTC, CSA 6239 South Archer, Chicago, IL 60638 About COUNTRY Financial | Contact Robert J. Sweiss |
| Chicago and surrounding areas. Elderwerks is a free service and we help seniors throughout the country. (Financial / Retirement Planning) Paxem Inc. & Elderwerks ~ Jennifer Prell P.O. Box 92 Cary, IL 60013 About Paxem Inc. & Elderwerks. | Contact Jennifer Prell for Help & Information |
| Cook, Dupage, Lake, McHenry, and and Kane Counties (Financial / Retirement Planning) KRW Insurance Agency ~ Catherine Sbarra 338 Memorial Dr, Ste 100 Crystal Lake, IL 60014 About KRW Insurance Agency | Contact Catherine Sbarra for Help & Information |
| Serving Illinois, U.S.A, Canada, & the U.K. (Financial / Retirement Planning) Read the Long Term Care Review for unbiased, current information on LTC health care, types of long term care insurance, and quotes |
| Serving All of Illinois (Financial / Retirement Planning) All America Reverse Mortgage LLC 601 N. Hick Rd. Palatine, Il. 60067 About All America Reverse Mortgage LLC | Contact All America Reverse Mortgage LLC |
| Northern Indiana: Kokomo, South Bend, & Porter Counties (Financial / Retirement Planning) Stephen T. Mellinger, CLU, CLF, CSPG ~ Professional Advisor Network Inc New Carlisle, Indiana About Stephen T. Mellinger | Contact Professional Advisor Network Inc |
| Serving all of Indiana (Financial / Retirement Planning) Hoosier Senior Solutions / A2Z Annuity Marketing ~ Kevin Wedmore 11805 N. Pennsylvania St. Carmel, IN 46032 About Kevin Wedmore | Contact Kevin Wedmore for Help & Information |
| Serving all of Indiana (Financial / Retirement Planning) Nicole L. Hawkins, CSA ~ Elder Advantage Owensboro, KY About Nicole L. Hawkins | Contact Elder Advantage for Help & Information |
| Ames & the Greater Des Moines Areas (Financial / Retirement Planning) Robert J. Brandsfield CPA CFP ~ Brandsfield Financial Group/Wealth Care Services 1000 73rd Street #19 Windsor Heights, IA 50324 About Robert J. Brandsfield | Contact Brandsfield Financial Group/Wealth Care Services |
| Council Bluffs, Iowa & surrounding areas (Financial / Retirement Planning) Gregg Bailey ~ Wells Fargo Home Mortgage 4725 S 84th St, Omaha, NE 68127 About Gregg Bailey | Contact Gregg Bailey for Help & Information |
| Des Moines, Indianola, Ankeny, Boone, Ames & surrounding areas Retirement Solutions Group, Inc. ~ Gary D. Marcum (Financial / Retirement Planning) 5500 Wild Rose Lane, 4th floor, West Des Moines, IA 50266 About Retirement Solutions Group, Inc. | Contact Gary D. Marcum for Help & Information |
| Manhattan, Salina, Topeka, & surrounding areas (Financial / Retirement Planning) Lord-Roberts & Associates ~ James R. Lord and Timothy R. Roberts 2914 SW Plass Ct., Ste. A Topeka, KS 66611 About Lord-Roberts & Associates | Contact Lord-Roberts & Associates |
| Serving all of Ketucky (Financial / Retirement Planning) Nicole L. Hawkins, CSA ~ Elder Advantage Owensboro, KY About Nicole L. Hawkins | Contact Elder Advantage for Help & Information |
| Alexandria, Baton Rouge, Monroe, and all of Louisiana (Financial / Retirement Planning) Pennington Financial LLC - Ed Pennington, Chuck Barber, John Pennington 1900 N. 18th St. Ste. 211 Monroe, LA 71201 About Pennington Financial | Contact Pennington Financial for Help & Information |
| Alexandria, Natchitoches, and all of Central Louisiana (Financial / Retirement Planning) Jimmy D. Long, Jr., J.D., Board Certified Estate Planning Attorney, President, Legacy Preservation Specialists, L. L. C. 4133 University Parkway, Natchitoches, Louisiana 71457 3700 Jackson Street Alexandria, LA 71303 About Jimmy D. Long | Contact Jimmy D. Long, Jr. for Help & Information |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in Maine. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in Maryland. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
| Acton, Arlington and all of Massachusetts (Financial / Retirement Planning) Meredith Pensack, CLTC ~ Long-Term Care Insurance Planning 248 Old Farm Road Newton, MA 02459-3459 About Meredith Pensack | Contact Meredith Pensack for Help & Information |
| Boston, Braintree, Canton, Dedham, Holbrook, Milton, Quincy, Randolph, Weymouth & surrounding areas Tom Williams, Realtor, SRES ~ Coldwell Banker Residential Brokerage 60 Adams Street, Milton, MA 02186 About Tom Williams | Contact Tom Williams for Help & Information |
| Cape Cod, Nantucket, & Southeastern Massachusetts (Financial / Retirement Planning) The Law Office of William M. Yates ~ William M. Yates 141 Route 6A P.O. Box 1196 Sandwich, MA 02563 About William M. Yates | Contact William M. Yates for Help & Information |
| Essex, Middlesex, Suffolk, & Worcester Counties (Financial / Retirement Planning) Adam J. Tobin, Esq ~ Law Offices of Adam J. Tobin 809 Turnpike Street Willows Professional Park North Andover, MA 01845 About Adam J. Tobin | Contact Adam J. Tobin for Help & Information |
| Worcester County & MetroWest (Financial / Retirement Planning) Russ Swallow, CSA ~ FutureSeniors P.O. Box 626 Worcester, MA 01613 About Russ Swallow | Contact FutureSeniors for Help & Information |
| Boston, Cape Cod, & surrounding areas Kate Wilde, CLTC ~ Genworth Life Insurance Company 116 Chesapeake Avenue, Tampa, FL 33606 About Kate Wilde | Contact Kate Wilde for Help & Information |
| Mecosta, Osceola, Grand Traverse, Montcalm, Newaygo, Wexford, Crawford, Roscommon, Antrim, Lake, Leelanau, Otsego, Kalkaska, Missaukee, Benzie, Manistee, and Mason Counties (Financial / Retirement Planning) R. Todd Balkema ~ Jordan Balkema Elder Law Center Convenient locations in Big Rapids and Traverse City, MI About R. Todd Balkema | Contact the Jordan Balkema Elder Law Center |
| Serving Southern Michigan (Financial / Retirement Planning) Stephen T. Mellinger, CLU, CLF, CSPG ~ Professional Advisor Network Inc New Carlisle, Indiana About Stephen T. Mellinger | Contact Professional Advisor Network Inc |
| Serving all of Minnesota (Financial / Retirement Planning) Harvey E Lorfeld ~ The Quixote Grp P.O. Box 211103 Eagan, Mn. 55121 About Harvey E Lorfeld | Contact The Quixote Grp for Help & Information |
| Hinds, Rankin, Madison Counties, & surrounding areas (Financial / Retirement Planning) R. James Young ~ Wells Marble & Hurst, PLLC 300 Concourse Boulevard, Suite 200, Ridgeland, MS 39157 About R. James Young | Contact Wells Marble & Hurst, PLLC |
| St. Louis City & County, Jefferson County, Franklin County, & St. Charles County Purk Advisors LLC ~ David M. Walther, CPA / PFS, JD 1034 S. Brentwood Blvd, Ste 2000 St. Louis, MO 63117 About Purk Advisors LLC | Contact David M. Walther for Help & Information |
| Greater St. Louis area as well as western Illinois (Financial / Retirement Planning) David Purcell, Esq ~ Purcell & Amen, LLC 10805 Sunset Office Dr, Suite 100 St. Louis, MO 63127 About Purcell & Amen, LLC | Contact Purcell & Amen, LLC for Help & Information |
| Serving all of Missouri (Financial / Retirement Planning) MO Regional American Association of Wartime Veterans ~ Guy Porter & Jeffrey Bremer 42 Four Seasons Center, Suite 122, Chesterfield, MO 63017 MOVeteranAid.org | Contact Guy Porter & Jeffrey Bremer |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in Montana. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
| Omaha, Nebraska & surrounding areas Council Bluffs (Financial / Retirement Planning) Gregg Bailey ~ Wells Fargo Home Mortgage 4725 S 84th St, Omaha, NE 68127 About Gregg Bailey | Contact Gregg Bailey for Help & Information |
| Las Vegas, Pahrump, Boulder City, Henderson, North Las Vegas & surrounding areas Daniel Goodsell, JD, CPA ~ Goodsell & Olsen, Attorneys at Law 10155 W. Twain Ave. Suite 100, Las Vegas, NV 89147 About Daniel Goodsell | Contact Goodsell & Olsen for Help & Information |
| Portsmouth, NH, Bedford, NH and nearby areas (Financial / Retirement Planning) William A. Hartley, JD, LLM ~ Hartley Law Firm 1 New Hampshire Ave., Suite125 Portsmouth, NH 03801 15 Constitution Dr, Suite CEO-125 Bedford, NH 03110 About William A. Hartley | Contact Hartley Law Firm for Help & Information |
| Bergen County, Passaic County, & Essex County (Financial / Retirement Planning) National Financial Network ~ Jonathan Schwartz, CLTC 7 Hanover Square Suite 8A New York, NY 10004 About National Financial Network | Contact Jonathan Schwartz for Help & Information |
| Serving all of New Jersey (Financial / Retirement Planning) Life Care Specialists, LLC ~ Linda Lajterman 681 Lawlins Road, Bld. 50, Suite 104 Wyckoff, NJ 07481 About Life Care Specialists, LLC | Contact Linda Lajterman for Help & Information |
| Serving all of New Jersey (Financial / Retirement Planning) Martin V. Higgins, CFP, CLU, AEP Family Wealth Management Advisory, LLC Marlton, NJ 08053 About Martin V. Higgins | Contact Family Wealth Management Advisory, LLC |
| Serving all of New Jersey (Financial / Retirement Planning) Laurence R. Mansfield, VSO, VA Accredited Agent ~ Asset Protection Advisors 384 Locust Street, South Hempstead, NY 11550 About Asset Protection Advisors | Contact Laurence R. Mansfield for Help & Information |
| Serving all of New Jersey (Financial / Retirement Planning) TFG Wealth Mangment ~ Bill Matles 12 Penns Trail Suite 124, Newtown, PA 18940 About Bill Matles | Contact TFG Wealth Mangment for Help & Information |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in New Mexico. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
| Brooklyn, Bronx, Queens, Manhattan, Staten Island, Suffolk & Nassau Counties Randy Brickman CSA, CLTC, LUTCF ~ Forest Hills Financial Group 95-25 Queens Blvd. Rego Park, NY 11374 About Randy Brickman | Contact Forest Hills Financial Group |
| Nassau and Suffolk Counties including Woodbury, Syosset, Plainview, Huntington, Melville, Dix Hills, Deer Park, and Commack (Financial / Retirement Planning) Donna M. Stefans ~ Stefans Law Group P.C. 137 Woodbury Road, Woodbury, NY 11797 About Donna M. Stefans | Contact Stefans Law Group P.C. for Help & Information |
| New York Long Island, NYC & Lower Hudson Valley (Financial / Retirement Planning) Laurence R. Mansfield, VSO, VA Accredited Agent ~ Asset Protection Advisors 384 Locust Street, South Hempstead, NY 11550 About Asset Protection Advisors | Contact Laurence R. Mansfield for Help & Information |
| Serving all of New York (Financial / Retirement Planning) Wells Fargo Bank ~ Roberto Nascimento, MBA, CSA 50 Main Street, White Plains, NY 10583 About Roberto Nascimento | Contact Roberto Nascimento for Help & Information |
| Serving all of New York (Financial / Retirement Planning) Jonathan Schwartz, CLTC ~ National Financial Network 7 Hanover Square Suite 8A New York, NY 10004 About Jonathan Schwartz | Contact National Financial Network for Help & Information |
| Charlotte and surrounding areas in Anson, Cabarrus, Mecklenburg, Rowan, Iredell, Stanley, and Union counties in NC, and Lancaster and York counties in SC Retirement Asset Solutions, LLC ~ James M. Robinson Registered Financial Consultant (RFC), VA Accredited Claims Agent 5721 Monticello Drive NW Concord, NC 28027 About Retirement Asset Solutions, LLC | Contact James M. Robinson for Help & Information |
| Charlotte Metro Area & all of North Carolina (Financial / Retirement Planning) Caroline M. Peek, BS, IAR, CLTC, CRFA, CSA ~ Financial Benefits 7810 Ballantyne Commons Parkway; Suite 300 Charlotte, NC 28277 About Caroline M. Peek | Contact Caroline M. Peek for Help & Information |
| Forsyth, Guilford, Davidson, Randolph, Rowan, Davie, & the whole Triad Area of North Carolina (Financial / Retirement Planning) First Fidelity Financial Group of the Triad, LLC Ronald L. Stockton, Accredited Veteran Service Agent 317 S. Talbert Blvd. Lexington, NC 27292 About First Fidelity Financial Group of the Triad, LLC | Contact Ronald L. Stockton |
| Raleigh, Durham, Chapel Hill and surrounding areas (Financial / Retirement Planning) Bone Financial Group ~ Horace T. Bone, PhD PO Box 33371, Raleigh, NC 27636 About Bone Financial Group | Contact Horace T. Bone, PhD for Help & Information |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in North Dakota. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
| Cuyahoga, Summit, Portage, Stark, Medina, Lorain, & Lake Counties Margaret H. Kreiner, Esq. ~ Certified Elder Law Attorney About Margaret H. Kreiner | Contact the Law Office of Margaret H. Kreiner |
| Delaware, Licking, Franklin, Fairfield, Union, & Richland Counties Don A Olson, PhD, Superior LTC Certified Superior LTC Planning Services, Inc.of Central Ohio 445 Hutchinson Ave., Ste.800 Columbus, Ohio 43235 About Don A Olson | Contact Don A Olson for Help & Information |
| Northeast Ohio including but not limited to the following counties: Ashtabula, Cuyahoga, Columbiana, Cuyahoga, Erie, Geauga, Lake, Lorain, Mahoning, Portage, Stark, Summit, Trumbull and Wayne (Financial / Retirement Planning) Ray Gniazdowski, Certified Senior Advisor, RHU ~ SEEK Financial Group LLC 1099 S. Cleveland-Massillon Road, Akron, OH 44321 About SEEK Financial Group LLC | Contact Ray Gniazdowski for Help & Information |
| Great Miami Valley & Southwest, Ohio (Financial / Retirement Planning) Allan F. Scott MBA & CSA® ~ Scott Financial Services 3 Fairwood Drive Miamisburg, OH 45342 About Allan F. Scott | Contact Scott Financial Services for Help & Information |
| Oklahoma City and Tulsa Metropolitan areas (Financial / Retirement Planning) Jerry E. Shiles ~ Parman & Easterday 13913 Quail Pointe Drive, Suite B, Oklahoma City, OK 73134 About Jerry E. Shiles | Contact Parman & Easterday for Help & Information |
| Serving all of Oregon (Financial / Retirement Planning) The Insurance Store Inc. ~ Victoria A. Gardner 4248 Galewood St, Lake Oswego, OR 97035 About The Insurance Store Inc. | Contact Victoria A. Gardner for Help & Information |
| Allentown, Philadelphia, and all of Eastern Pennsylvania (Financial / Retirement Planning) Freedom Retirement Planning ~ Jarrod Barton CFP® ChFC 224 S. Chester Rd. Swarthmore, PA 19081 About Freedom Retirement Planning | Contact Jarrod Barton CFP® ChFC |
| Bucks County, Montgomery County, Chester County, Delaware County, Philadelphia County & all of Pennsylvania (Financial / Retirement Planning) Stonehenge Advisor Group LLC ~ John J Crowley MBA 643 Bridge Street, Schwenksville, PA 19473 About Stonehenge Advisor Group LLC | Contact John J Crowley |
| Montgomery, Philadelphia, & Chester Counties (Financial / Retirement Planning) Robert M. Slutsky Associates 470 Norristown Road Ste 100, Blue Bell, PA 19422 About Robert M. Slutsky | Contact Robert M. Slutsky Associates |
| Serving Central Pennsylvania (Financial / Retirement Planning) Taylor Retirement Services ~ Matthew Taylor 3113 N. Front St., Harrisburg, PA 17110 About Taylor Retirement Services | Contact Matthew Taylor for Help & Information |
| Serving all of Pennsylvania (Financial / Retirement Planning) TFG Wealth Mangment ~ Bill Matles 12 Penns Trail Suite 124, Newtown, PA 18940 About Bill Matles | Contact TFG Wealth Mangment for Help & Information |
| Serving all of Pennsylvania (Financial / Retirement Planning) Martin V. Higgins, CFP, CLU, AEP ~ Family Wealth Management Advisory, LLC Marlton, NJ 08053 About Martin V. Higgins | Contact Family Wealth Management Advisory, LLC |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in Rhode Island. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
| Serving all of South Carolina (Financial / Retirement Planning) Caroline M. Peek, BS, IAR, CLTC, CRFA, CSA ~ Financial Benefits 7810 Ballantyne Commons Parkway; Suite 300 Charlotte, NC 28277 About Caroline M. Peek | Contact Caroline M. Peek for Help & Information |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in South Dakota. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
| Jackson, Memphis, and surrounding areas (Financial / Retirement Planning) Allan F. Scott MBA & CSA® ~ Scott Financial Services 3 Fairwood Drive Miamisburg, OH 45342 About Allan F. Scott | Contact Scott Financial Services |
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Panhandle Plains: Amarillo / Lubbock / Wichita Falls
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Although this area is without a member to assist you, we can provide you contact with similar elder care services in Texas. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
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Big Bend Country: El Paso / Midland / Del Rio
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Although this area is without a member to assist you, we can provide you contact with similar elder care services in Texas. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
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Hill Country and South Texas Plains: Austin / San Antonio / Laredo
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| Austin, Georgetown, and surrounding areas in Texas (Financial / Retirement Planning) Central Texas Tax & Retirement, LLC ~ Ward Preston 205 E University Ave, Ste 152 Georgetown, Texas 78626 About Ward Preston | Contact Central Texas Tax & Retirement, LLC for Help & Information |
| Austin, Dallas, East Texas, Houston, Corpus Christi & surrounding areas Harry & Lynn Shank ~ Texas Assurance Care 4100 Duval Rd Bldg 4, Ste 207 Austin, TX 78759 About Harry & Lynn Shank | Contact Texas Assurance Care for Help & Information |
| Austin, San Antonio, and surrounding areas (Financial / Retirement Planning) BP Financial & Tax Design Group / FFT&I ~ Brett Pittsenbargar 5910 Courtyard Drive #250, Austin, TX 78731 About BP Financial & Tax Design Group / FFT&I | Contact Brett for Help & Information |
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Prairies and Lakes / Piney-Woods: Dallas / Fort Worth / Denison
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| Dallas-Fort Worth Metroplex, Denton, Rockwall & all areas in between Alexzeon Financial Group ~ Darryl Ryan (Financial / Retirement Planning) 3333 Lee Parkway, Ste 600, Dallas, TX 75219 About Darryl Ryan | Contact Alexzeon Financial Group for Help & Information |
| Tyler, Texas and surrounding areas (Financial / Retirement Planning) CFP Legacy Group ~ Michael Evans One American Center 909 ESE Loop 323 Suite 210 Tyler, TX 75701 About CFP Legacy Group | Contact Michael Evans for Help & Information |
| Serving all of Texas (Financial / Retirement Planning) Law Office of Michele Audet and Medicaid Counseling Services ~ Michele Audet 5009 S. Hulen Street, Suite 100, Fort Worth, TX 76132 About the Law Office of Michele Audet | Contact Michele Audet for Help & Information |
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Gulf Coast: Houston / Corpus Christi / Brownsville
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| Houston, Texas and Surrounding Areas (Financial / Retirement Planning) C&S Healthcare Services, Inc ~ Cindy Hartman RN, BSN 15430 Ridge Park Dr, Houston, Texas 77095 About Cindy Hartman | Contact C&S Healthcare Services for Help & Information |
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All of Texas
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Although this area is without a member to assist you, we can provide you contact with similar elder care services in Texas. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in Utah. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in Vermont. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
| Serving all of Virginia (Financial / Retirement) Jim Warns ~ MetLife Bank 1025 Boulders Parkway, suite 101 Richmond, VA 23225 About Jim Warns | Contact Jim Warns for Help & Information |
| Bellevue, Seattle, & the Greater Puget Sound Area (Financial / Retirement Planning) Donald R. Smith, ChFC ~ Emerald Capital Preservation, Inc 16212 Bothell-Everett Hwy F-271 Mill Creek, WA 98012 About Donald R. Smith | Contact Emerald Capital Preservation, Inc for Help & Information Representative registered with and securities and advisory services offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 • (800) 874-6910 Emerald Capital Preservation, Inc. and PlanMember Securities Corporation are independently owned and operated |
| King, Snohomish, & Pierce Counties (Financial / Retirement Planning) Jeff Kyle Agency ~ Jeff Kyle, LUTCF, CSA, LTCP 2020 El Capitan Way Everett, WA 98208 About Jeff Kyle Agency | Contact Jeff Kyle for Help & Information |
| Serving all of Washington (Financial / Retirement Planning) The Insurance Store Inc. ~ Victoria A. Gardner 4248 Galewood St, Lake Oswego, OR 97035 About The Insurance Store Inc. | Contact Victoria A. Gardner for Help & Information |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in West Virginia. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
| Columbia, Dane, Dodge, Milwaukee, Waukesha, Wood, Portage Counties & all of WI (Financial / Retirement Planning) Joanne M. Harmon CLTC, CSA ~ Harmon Financial Group LLC 1342 Arrowhead trail, Nekoosa, WI 54457 Contact: 1-800-783-6694 About Joanne M. Harmon | Contact Harmon Financial Group LLC |
| Milwaukee Metro, Madison, and surrounding areas. Elderwerks is a free service and we help seniors throughout the country. (Financial / Retirement Planning) Paxem Inc. & Elderwerks ~ Jennifer Prell P.O. Box 92 Cary, IL 60013 About Paxem Inc. & Elderwerks. | Contact Jennifer Prell for Help & Information |
| Always Serving S.E. Wisconsin (Financial / Retirement Planning) Jay Van Beusekom RHU, LUTCF ~ Jay Van Beusekom Financial Advisor LLC 11270 W Park Place, Suite 980, Milwaukee, WI 53224 About Jay Van Beusekom | Contact Jay Van Beusekom Financial Advisor LLC |
| Serving all of Wisconsin (Financial / Retirement Planning) Harvey E Lorfeld ~ The Quixote Grp P.O. Box 211103 Eagan, Mn. 55121 About Harvey E Lorfeld | Contact The Quixote Grp for Help & Information |
Although this area is without a member to assist you, we can provide you contact with similar elder care services in Wyoming. Click here if you would like to view a complete list of long term care providers, advisors, & services on our site. You may also contact us (the National Care Planning Council) by clicking here. Furthermore, we provide books on eldercare which may be useful to you. If you are looking to get a listing on this site, click here to join. |
Disclaimer: The sole purpose of this service is to assist you in contacting long term care providers or advisors in your area who may be helpful to you. There is no charge to you for using this service. Members of the National Care Planning Council have agreed to abide by an ethical code of conduct. We trust that Council members or anyone else we refer you to will treat you in an honest, fair and equitable manner. We do not verify the background or business practice of our referrals and it is up to you to determine for yourself the integrity of any provider we refer you to. We are not responsible if your experience with any of our referrals is not satisfactory.








