Knowledge, experience, understanding and client focused
results are the driving forces of our Network. We are on the leading edge of
advanced tax planning resulting in planned benefits with minimal out of
pocket expense.
Advisors are from a variety of disciplines including Tax and Elder Care
Attorney's Accountants, CPA's Enrolled Agents, Retirement and Pension
planning specialists, Insurance specialists including Life and Long Term
Care plus more...
Our methodology is to engage a client where the immediate need is the driver
but to then act as the quarterback or point person to coordinate all
activities in a collaborative way to do a comprehensive treatment of all
objective so the client has a complete and finished plan or program. Our
experience shows time and time again people started to or thought someone
was going to do this for them but it never seemed to be complete after the
sale of a product or service.
request help or informationby filling out the form below
servicearea
Proudly serving Northern Indiana Kokomo, South Bend, & Porter County & Southern Michigan
contactus
Stephen T. Mellinger, CLU, CLF, CSPG (Certified Specialist in Planned Giving)
If you prefer, indicate your needs in the form below and I will contact you to let you know how I can help.
aboutus
Our technology allows us to conduct scheduled client/advisor telephone interviews and educational programs via the internet in the comfort of your home or office.
The National Care Planning Council is dedicated to helping families recognize the need for long term care planning and to helping implement that planning.
Integrity, honesty, and a genuine concern for those who are in need of (or may need) long term care are at the heart of our services.