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Financial 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
Click on the map above or scroll down to find help in your area.
How to Apply Book
How to Apply for VA Benefits for Veterans and Their Survivors
This 2024 Edition provides detailed instructions on how to submit claims for benefits through the Department of Veterans Affairs new intake center and uses the successful "Fully Developed Claim Process" for faster and better decisions. View the Book...
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Resources
- About Accreditation & Fees
- Accreditation Study Materials
- CLE to Maintain VA Accreditation
- Correcting Your Military Discharge
- Find Home Care / Assisted Living
- Find Hospice Care
- Find Medical Alert
- Help finding a LTC Facility
- Help with Care Management
- Help with Elder Law
- Help with Estate Planning
- Help with Disputes / Mediation
- Help with Financial Planning
- Help with Medicaid Planning
- Help with Tax Planning
- Informal Claims / Effective Dates
- Service Connected Disabilities
- State VA Nursing Homes
- VA Aid and Attendance Benefit
- VA Burial Benefits
- VA Healthcare System
- VA Help - Surviving Spouse
- VA Home Renovation Grants
- VA Long Term Care Benefits
- VA Pays Family for Eldercare
- VA Regional Offices
VA Forms
This section provides downloadable files of the most commonly used VA Forms for senior veterans seeking benefits from the Department of Veterans Affairs. View the Forms...
Become a Member of the Senior Veterans Service Alliance
Become a member of the SVSA and help our organization support the needs of senior veterans who served their country in a time of need. Learn more about the benefits of membership.
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
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.
ARIZONA
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.
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
Orange County, Palm Springs, and surrounding areas
Crockett Law Group - Kevin Crockett
Phone: (760) 999-4444 · Palm Springs, CA · Web: crockettlawgroup.com
Southern California
Payne Financial Advisors · Christopher M Payne, CRPC®
28693 Old Town Front St · Ste 300 · Temecula, CA 92590
Phone: (951) 438-2180 · payneadvisors.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
Serving all of California
Design Benefits · Carol Berry
595 E Railroad Ave · Cotati, CA 94931
Toll Free: (800) 728-6646 · designbenefits.info
COLORADO
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.
CONNECTICUT
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.
DELAWARE
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.
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
Serving Naples, all of Florida and all 50 States
Leslie Dean, VA Accredited Attorney
Phone: (239) 330-4932 · Naples, Florida · Web: veteranappeals.org
GEORGIA
Georgia and Low Country South Carolina
Long Term Care Resources · Maurice Jones, RHU, LUTCF
Phone: (912) 354-0160 · Savannah, GA · Web: longtermcareresources.com
Metro Atlanta and North Georgia
Alternative Plans Asset Preservation ~ Ron Baker, Certified Senior Advisor (CSA)
Phone: (404) 856-0656 · Decatur, GA · eldercareresourcesgeorgia.com
HAWAII
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.
IDAHO
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.
ILLINOIS
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.
INDIANA
Serving Indiana and Michigan
Anna J Smith · Independent Agent
Phone: (219) 309-3583 · Chesterton, IN · facebook.com/Annajsmith.Ins
Serving Indiana and the Midwest
Davison Wealth Management LLC · Rick Davison CLU, ChFC
Phone: (317) 257-7078 · Indianapolis, IN · davisonwealthmanagement.com
IOWA
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.
KANSAS
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.
KENTUCKY
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.
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
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.
MARYLAND
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.
MASSACHUSETTS
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.
MICHIGAN
Serving Michigan and Indiana
Anna J Smith · Independent Agent
Phone: (219) 309-3583 · Chesterton, IN · facebook.com/Annajsmith.Ins
MINNESOTA
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.
MISSISSIPPI
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.
MISSOURI
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.
MONTANA
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.
NEBRASKA
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.
NEVADA
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.
NEW HAMPSHIRE
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.
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
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.
NEW YORK
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.
NORTH CAROLINA
Raleigh, Johnston County, Harnett County, Benson, Willow Spring, Garner, Angier, Smithfield, Clayton, Lillington, Cameron, and Spring Lake
Breeden Law Office - Jonathan Breeden
Phone: (919) 661-4970 · Garner, NC · breedenfirm.com
NORTH DAKOTA
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.
OHIO
Cleveland, Akron, Canton, Youngstown, Lima, Findlay, Mansfield, Toledo, Dover, Sandusky, Ashtabula, Bucyrus, Lorain, Ashland, Tiffin, Defiance, Marion, Wooster, Carrollton, Solon, Norwalk, and Upper Sandusky
Luftman, Heck & Associates LLP - Paul Kuzmickas
Phone: (216) 586-6600 · Cleveland, OH · clevelandbankruptcyattorney.com
OKLAHOMA
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.
OREGON
Serving Oregon and California
Eva Cutler, Senior Advisor · iReverse Home Loans
Web: oregonreversemortgage.com · Phone: (503) 399-5444 · Salem, Oregon
PENNSYLVANIA
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.
RHODE ISLAND
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.
SOUTH CAROLINA
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.
SOUTH DAKOTA
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.
TENNESSEE
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.
TEXAS
Houston and Surrounding Areas in Texas
Baumgartner Law Firm · Greg Baumgartner
Phone: (281) 587-1111 · Houston, Texas
Web: baumgartnerlawyers.com
UTAH
Serving all of Utah
Sandberg, Stettler, & Bloxham (SSB Law) ~ Casey Stettler, Attorney
Phone: (801) 814-1644 · Kaysville, Utah · Web: ssb.law
VERMONT
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.
VIRGINIA
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.
WASHINGTON
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.
WEST VIRGINIA
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.
WISCONSIN
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.
WYOMING
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.