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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

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

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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

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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

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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

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

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SOUTH CAROLINA

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SOUTH DAKOTA

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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

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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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