Financial Planning

Retirement Planning

A financial planner or advisor works with the elderly and understands how to invest assets for their age group. This person will also understand how to use assets and income when there is a need for long term care. Financial Planners often work closely with an estate planning or elder law attorney to make sure all arrangements for the estate, for disability, for loss of capacity, for medical treatment and for long term care are covered.


Find Financial Planning Services in Your Area

US Map

Click on the map above or scroll down to find help in your area.

ALABAMA

Although this area is without a member to assist you, we can still provide you with help and information. Feel free to contact us directly. If you are looking to join the SVSA, click here.

ALASKA

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ARIZONA

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ARKANSAS

Although this area is without a member to assist you, we can still provide you with help and information. Feel free to contact us directly. If you are looking to join the SVSA, click here.

CALIFORNIA

All Counties in the Northern California Bay Area as well as Sacramento City and County
MassMutual Northern California · Leslie Bjornnes
3003 Oak Road, Suite 250, Walnut Creek, CA 94597
Phone: (925) 979-2369 · massmutual.com


Southern California
LA Law Center, LLP · Joseph B. McHugh, Esq.
300 W. Glendale Blvd., Suite 300, Glendale, CA 91202
Phone: (818) 241-4238 · www.la-lawcenter.com


COLORADO

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CONNECTICUT

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DELAWARE

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DISTRICT OF COLUMBIA

Although this area is without a member to assist you, we can still provide you with help and information. Feel free to contact us directly. If you are looking to join the SVSA, click here.

FLORIDA

Alachua, Marion, Lake, and Sumter Counties
LifeCare Funding Solutions - Mark Camp
Phone: (352) 414-5314 · 3050 NE 63 St, Ocala, FL 34479
Web: lifecarefundingsolutions.com


Broward, Palm Beach, Martin, Miami-Dade & Monroe Counties
Dan Miller, CLTC ~ Accredited VA Agent
Phone: (954) 346-2234 · 7401 Wiles Road, Ste. 251 Coral Springs, FL 33067


GEORGIA

Metro Atlanta and North Georgia
Alternative Plans Asset Preservation ~ Ron Baker, Certified Senior Advisor (CSA)
Phone: (404) 856-0656 · Decatur, GA · eldercareresourcesgeorgia.com


HAWAII

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IDAHO

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ILLINOIS

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INDIANA

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IOWA

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KANSAS

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KENTUCKY

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LOUISIANA

Serving all of Louisiana
Jimmy D. Long, Jr., L. L. C. · Jimmy D. Long, Jr., J. D.
Phone: (318) 352-9229 · Natchitoches, LA · louisianaestatelawyer.com


MAINE

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MARYLAND

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MASSACHUSETTS

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MICHIGAN

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MINNESOTA

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MISSISSIPPI

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MISSOURI

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MONTANA

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NEBRASKA

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NEVADA

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NEW HAMPSHIRE

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NEW JERSEY

Southeastern New Jersey
Wealth Financial Partners, LLC - Walter Pardo, CWS,PPC
Toll Free: (877) 714-2362 · Basking Ridge, NJ · wealthfinancialpartners.com


NEW MEXICO

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NEW YORK

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NORTH CAROLINA

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NORTH DAKOTA

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OHIO

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OKLAHOMA

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OREGON

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PENNSYLVANIA

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RHODE ISLAND

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SOUTH CAROLINA

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SOUTH DAKOTA

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TENNESSEE

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TEXAS

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UTAH

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VERMONT

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VIRGINIA

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WASHINGTON

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WEST VIRGINIA

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WISCONSIN

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WYOMING

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