Long term care financial planning in Florida
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Law Office of Stephanie L. Schneider P.A.
● OpenThe Law Office of Stephanie L. Schneider P.A. is a compassionate and dedicated institution located at 1776 North Pine Island Road in Plantation, Florida, United States. Specializing in elder law, Stephanie L. Schneider and her team provide quality services to seniors, young adults, and persons with disabilities of all ages. The firm takes a holistic approach to ensure that clients' legal, social, psychological, medical, and financial needs are met as they age. Collaborating with other professionals such as life care managers, social workers, and financial planners, the institution aims to be a trusted advisor through life's challenges. Services include long-term care planning, navigating public benefit programs, and creating legal documents such as wills, trusts, and powers of attorney. Stephanie L. Schneider is a Board Certified elder law attorney, offering expertise and knowledge in the field. Conveniently located in Broward County, the firm serves individuals and families throughout the State of Florida. Contact the Law Office of Stephanie L. Schneider P.A. at 954-382-1997 for a consultation fee quote and personalized legal advice.
1776 N Pine Island Rd #224, Plantation, FL 33322, United States -
Florida Elder Law Offices, LLC
● OpenFlorida Elder Law Offices, LLC, located at 401 West Lantana Road in Lantana, Florida, is a law firm specializing in Elder Law, Estate Planning, Estate Administration, and Medicaid Planning. The dedicated team at Florida Elder Law Offices understands the importance of having a solid estate plan in place to ensure financial security and peace of mind for you and your loved ones. With over 25 years of combined experience, the firm is committed to providing personalized service and guidance throughout the entire process, from start to finish. Whether you need assistance with creating a will, trust administration, probate administration, Medicaid planning, or any other elder law-related matter, the experienced attorneys at Florida Elder Law Offices are here to help. Travis N. Kimmey, the founder of the firm, and Marta L. Strong, both bring a wealth of knowledge and expertise to their practice, ensuring that clients receive the best possible legal representation.
401 W Lantana Rd #12, Lantana, FL 33462, United States -
Law Offices of Robert Schwartz, P.A.
● OpenThe Law Offices of Robert Schwartz, P.A. is a trusted institution located at 1580 Sawgrass Corporate Parkway in Sunrise, Florida, United States. With over 20 years of experience in estate planning and preparing revocable trusts, our team of attorneys is dedicated to helping you prepare for your future. We prioritize clear communication with our clients, encouraging you to ask questions and providing peace of mind throughout the process. Our focus is always on you and your family, ensuring that all decisions are made with your best interests in mind.
Office Edge, 1580 Sawgrass Corporate Pkwy #130, Sunrise, FL 33323, United States -
Estate & Retirement Resources
● OpenEstate & Retirement Resources is a finance institution located at 7500 Southwest 61st Avenue in Ocala, Florida, United States. Our mission is to guide our clients towards financial security and a successful retirement journey. Founded with the goal of assisting clients in every aspect of their financial lives, our experienced professionals take a hands-on approach to financial advice. We truly care about helping make your dreams a reality and strive to build long-term relationships with our clients. Follow us on various media channels in the Ocala and Local Florida areas, including YouTube and streaming channels such as CBS, ABC, NBC, and Fox. We believe in sharing information and resources to help you plan for a satisfying retirement.
7500 SW 61st Ave #700, Ocala, FL 34476, United States -
LEWIN & ASSOCIATES, Inc.
● OpenLEWIN & ASSOCIATES, Inc. is a finance and insurance agency located at 2737 Westchester Drive North, Clearwater, Florida, United States. We specialize in financial and investment planning both within Florida and nationwide. Our goal is to help you plan a bright future with individualized strategies tailored to your needs. Our fixed indexed annuities offer guaranteed growth and protection of your principle and gains, making them a safe investment option for financial planning. We also offer various insurance options to protect you and your family from unforeseen financial loss and to help with wealth accumulation.
2737 Westchester Dr N, Clearwater, FL 33761, United States -
Clear Horizon Wealth Advisors, a Ameriprise Private Wealth Practice
● OpenClear Horizon Wealth Advisors is an Ameriprise Private Wealth Practice located at 4927 Southfork Drive in Lakeland, Florida, United States. The institution offers a range of financial services and expertise, including certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate the institution's commitment to providing comprehensive and specialized financial planning services to individuals and businesses. With a focus on asset management, estate planning, retirement planning, and investment strategies, Clear Horizon Wealth Advisors is dedicated to helping clients achieve their financial goals.
4927 Southfork Dr Suite A, Lakeland, FL 33813, United States -
Dillard & Associates Wealth Management
● OpenDillard & Associates Wealth Management is a finance institution located at 2220 ClusterOak Drive, Clermont, Florida, United States. Stop by our office for a complimentary visit where we can discuss your financial goals and concerns in a relaxed atmosphere. Prefer an online meeting? No problem, you can schedule a complimentary one-on-one video conference from the comfort of your own home. We specialize in addressing rising health care costs by looking at Medicare, Parts A, B, and long-term care options. Many pre-retirees lack a plan for retirement spending and income sources, causing anxiety for retirees. Schedule a meeting with us to discover what your ideal retirement looks like. Our proprietary process will analyze your current financial situation and create a custom strategy to help you reach your retirement goals. Investment advisory products and services are offered through AE Wealth Management, LLC, while insurance products are offered through Dillard & Associates, LLC. Investing involves risk, and individuals should consult with a qualified professional before making any purchasing decisions. Annuity guarantees are backed by the financial strength of the issuing insurance company. The information provided on this website is for informational purposes only and should not be used as the sole basis for financial decisions.
2220 ClusterOak Dr F, Clermont, FL 34711, United States -
Evolution Retirement Services
● OpenEvolution Retirement Services, located at 12487 Brantley Commons Court in Fort Myers, Florida, is a finance institution that specializes in retirement income strategies and wealth management. Their team of wealth managers, led by Certified Financial Fiduciary® Adam Bruno, is dedicated to helping individuals and families achieve their ideal retirements by providing personalized solutions tailored to their needs and objectives. Their services include retirement income analysis, annuities, investments, IRA/401(k) rollovers, life insurance, tax-efficient strategies, long-term care planning, IRA legacy planning, estate planning, and more. They work closely with attorneys and tax professionals to help clients organize their giving strategy and create a lasting legacy.
12487 Brantley Commons Ct, Fort Myers, FL 33907, United States -
Iris Segui, LUTCF, CLU
● OpenIris Segui, LUTCF, CLU is a reputable financial institution located at 2655 South Le Jeune Road in Coral Gables, Florida, United States. Specializing in finance, Iris Segui offers expert advice and services in insurance and wealth management. With a focus on providing personalized solutions to meet each client's unique financial goals, Iris Segui is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for insurance coverage or investment strategies, Iris Segui, LUTCF, CLU is committed to providing top-notch financial services to help you achieve financial success.
2655 S Le Jeune Rd PH-2D, Coral Gables, FL 33134, United States -
V&T Wealth Strategies
● OpenV&T Wealth Strategies is a finance institution located at 2100 Ponce de Leon in Coral Gables, Florida, United States. Our team offers thorough analysis to find the proper solutions for your personal or business financial needs, with special attention to your unique situation. We approach working with you based on what you want and need your results to be. Our four-step process ensures that you efficiently achieve your goals and remain on course as life unfolds. Before recommending strategies, we understand your financial objectives. Once you're satisfied with a strategy, we help implement it to achieve the results you seek. We offer periodic reviews to monitor the strategies in place and their ability to meet your goals as your financial situation changes.
2100 Ponce de Leon # 600, Coral Gables, FL 33134, United States -
Safe Estate Solutions LLC
● OpenSafe Estate Solutions LLC is a leading finance institution located at 420 East Cowboy Way in LaBelle, Florida. With a strong focus on providing secure and reliable financial services, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking to invest, save for the future, or secure a loan, Safe Estate Solutions LLC is here to help you navigate the complexities of the financial world with confidence and peace of mind.
420 E Cowboy Way, LaBelle, FL 33935, United States -
Dakota Wealth Management
● OpenDakota Wealth Management is a finance institution located at 11376 Jog Road in Palm Beach Gardens, Florida, United States. At Dakota, we believe in the art and science of investment management. Our team of advisors and investment professionals have a wealth of experience, providing exceptional judgment and a personalized approach to designing portfolios and caring for legacies. Trust Dakota Wealth Management to help you navigate the complexities of financial planning and investment strategies.
11376 Jog Rd Suite 101, Palm Beach Gardens, FL 33418, United States -
gaadvisor
● OpenGA Advisors is an independent financial institution located at 601 Heritage Drive in Jupiter, Florida. Founded by Steven Rowswell, a financial fiduciary and master planner, GA Advisors specializes in building lifetime income for better retirement outcomes. With experience dating back to the market crashes of 1987, 2000, and 2008, Steven Rowswell understands the importance of retirement planning and the need for guaranteed streams of income for retirees. At GA Advisors, clients can expect personalized retirement strategies tailored to their individual needs and objectives. The institution offers a range of investment and insurance products to help clients create comprehensive retirement plans. Services include analyzing income, assets, and risk tolerance, optimizing Social Security benefits, and identifying dependable revenue streams such as guaranteed income annuities.
601 Heritage Dr Ste 436, Jupiter, FL 33458, United States -
Riddick & Co Entreprenuial Finance
● OpenRiddick & Co Entrepreneurial Finance is a modern financial advisory firm located at 4905 Southwest 61st Drive, Palm City, Florida, United States. Specializing in personalized financial advice for entrepreneurs and executives, we understand the complexities of managing wealth, especially when businesses are a large part of your assets. Our firm utilizes digital technologies for virtual meetings and electronic access to documents, while still providing the personal relationship you deserve with your financial advisor. Our fiduciary level advice is tailored to your specific financial situation, taking into account factors such as business structure, tax situations, family wealth planning, and more.
4905 SW 61st Dr, Palm City, FL 34990, United States -
Nancy Curtin, CFP , CLTC
● OpenNancy Curtin, CFP, CLTC is a reputable financial institution located at 301 West Atlantic Avenue in Delray Beach, Florida, United States. Specializing in financial planning and long-term care, Nancy Curtin provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, Nancy Curtin is dedicated to helping individuals and families secure their financial future.
301 W Atlantic Ave Suite 0-6, Delray Beach, FL 33444, United States -
US Policy Advisor
● OpenUS Policy Advisor is a finance institution located at 1111 Hypoluxo Road, Lantana, Florida, United States. We specialize in providing various insurance services to ensure financial protection and peace of mind for our clients. Our services include term insurance, which offers affordable coverage for a specific period, permanent life insurance with a cash value component, mortgage protection, disability insurance, long-term care, and child and college planning. We also offer independent insurance brokerage services, giving our clients access to a wide range of insurance policies from multiple providers.
1111 Hypoluxo Rd #206, Lantana, FL 33462, United States -
Veronica P. McLeod, MBA, CDFA - Wells Fargo Advisors LLC
● OpenVeronica P. McLeod, MBA, CDFA at Wells Fargo Advisors LLC is a finance institution located at 3399 PGA Boulevard, Palm Beach Gardens, Florida, United States. The institution offers a range of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
3399 PGA Boulevard #400, Palm Beach Gardens, FL 33410, United States -
Bankers Life
● OpenBankers Life is a finance, health, and insurance agency located at 5016 Grande Drive in Pensacola, Florida, United States. As people live longer and health care expenses rise, the need for long-term care becomes inevitable. It is crucial to be prepared and have discussions with your loved ones about planning for the future. Bankers Life is here to help you start planning your next steps and ensure your financial and health security.
5016 Grande Dr Ste 207, Pensacola, FL 32504, United States -
Strategic Counsel Law Group, L.C.
● OpenStrategic Counsel Law Group, L.C. is a distinguished institution located at 4805 West Laurel Street, Tampa, Florida, United States. Specializing in estate planning, probate, elder care, and guardianship, our experienced attorneys and staff work tirelessly to help individuals protect and provide for their families and loved ones. Our estate planning services are personalized to meet the unique needs of each client, ensuring that your wishes are carried out effectively and efficiently. We understand the importance of safeguarding your family's future, and we are dedicated to guiding you through the estate planning process with compassion and expertise.
4805 W Laurel St # 230, Tampa, FL 33607, United States -
Sabal Trust Co
● OpenSabal Trust Co, located at 1060 Lake Sumter Landing in Lady Lake, Florida, is a trusted institution offering ATM, banking, and financial services. At Sabal Trust, we believe in supporting you through life's milestones, whether it be starting a business, planning for your family's future, or achieving your financial goals. Our personalized investment portfolios and customized strategies are designed to help you reach your personal objectives. As Personal Representative, we can handle the administration and safeguarding of an estate during difficult times. Our Sabal Trust Family Office serves as a central coordinator for directing family members, attorneys, CPAs, and trusted advisors.
1060 Lake Sumter Landing, Lady Lake, FL 32162, United States -
CPS Investment Advisors
● OpenCPS Investment Advisors is a wealth management institution located at 11962 County Road 101 in The Villages, Florida, United States. The institution offers the CPAlliance® program, a Turnkey Asset Management Program (TAMP) specifically designed by CPAs for CPAs. As a network of elite CPA Financial Planners who are registered investment advisors, CPS Investment Advisors is uniquely qualified to help clients achieve and protect financial independence. The CPAlliance® program provides asset management, performance reporting, trade reconciliation, and billing services, allowing CPAs to focus on their client's goals while CPS Investment Advisors takes care of the rest. With an understanding of the limited time CPAs have, the CPAlliance® program is designed to meet the growing need for CPA Financial Planners.
11962 Co Rd 101, The Villages, FL 32162, United States -
Amber Bythwood, Bankers Life Agent
● OpenAmber Bythwood, Bankers Life Agent is an insurance agency located at 1700 Southeast 17th Street in Ocala, Florida, United States. As a Bankers Life Agent, Amber Bythwood offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and professional service, Amber Bythwood helps clients navigate the complexities of insurance and find the right coverage to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Amber Bythwood, Bankers Life Agent is dedicated to helping you secure your financial well-being.
1700 SE 17th St Ste 300, Ocala, FL 34471, United States -
Infinite Retirement Solutions
● OpenInfinite Retirement Solutions, located at 122 East Main Street in Lakeland, Florida, is dedicated to helping individuals navigate the complexities of retirement planning. Our experienced team understands the challenges that come with preparing for retirement and is here to guide you every step of the way. We believe in creating personalized retirement plans that align with your unique goals and vision for the future. Whether you are concerned about healthcare costs, estate planning, life insurance, or long-term care, we have the expertise to help you make informed decisions that will safeguard your financial well-being.
122 E Main St #168, Lakeland, FL 33801, United States -
Adamchak, Bordes & Associates Wealth Management
● OpenAdamchak, Bordes & Associates Wealth Management is a finance institution located at 1401 Manatee Avenue West in Bradenton, Florida, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service based on trust and personalized care. As proud recipients of recognition from financial industry publications and Bank of America Corporation, we are committed to setting the standard for wealth management. Our advisors have been recognized by Forbes as "Best-in-State Wealth Management Teams" in 2024, and as "Best-in-State Wealth Advisors" in 2023 and 2022. Supported by the global resources of Merrill, our team offers individualized recommendations to address complex financial issues facing our clients. We believe in building strong client relationships by understanding their investment personality, financial goals, and life priorities. Our approach is goals-based, focusing on family, health, leisure, home, work, and finances.
1401 Manatee Ave W floor 7, Bradenton, FL 34205, United States -
Jerry Reimer - Thrivent
● OpenJerry Reimer - Thrivent is a finance institution located at 945 Tidewater Shores Loop in Bradenton, Florida, United States. Licensing for the institution can be obtained through the State Insurance Department’s website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
945 Tidewater Shores Loop, Bradenton, FL 34208, United States -
Robert Smith - Thrivent
● OpenRobert Smith - Thrivent is a finance institution located at 4801 Swift Road in Sarasota, Florida, United States. The institution is licensed in multiple states including AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, and WI. The institution specializes in providing financial planning services, including retirement planning and long-term care planning. The founder of the institution, Robert Smith, was inspired to enter the financial planning industry after experiencing the challenges of caring for aging parents with memory loss. He understands the importance of having a comprehensive retirement plan in place and is dedicated to helping others navigate the complexities of financial planning.
4801 Swift Rd Suite H, Sarasota, FL 34231, United States -
Adam Klohr - Thrivent
● OpenAdam Klohr - Thrivent is a finance institution located at 4887 Belfort Road, Suite 109 in Jacksonville, Florida, United States. The institution is licensed in multiple states including AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV, WY. Thrivent Financial is a Fortune 500 Company that aims to help Christians make wise financial decisions and live generously. The Regional Development Director at Thrivent focuses on identifying, training, and mentoring individuals who share the organization's core values. Licensing information can be found on the State Insurance Department's website. Thrivent offers financial planning and investment advisory services through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
4887 Belfort Rd Suite 109, Jacksonville, FL 32256, United States -
Miller wealth management
● OpenMiller Wealth Management is a finance institution located at 1011 3rd Street North in Jacksonville Beach, Florida, United States. We specialize in navigating your financial journey with skill and collaboration, recognizing that every client has a unique story and set of needs. Our team of Certified Financial Planners is dedicated to providing personalized financial planning and tailored investment solutions to empower families and business owners to feel confident in their financial future. We offer comprehensive financial planning tools, guidance, and investment solutions to help you achieve your short-term and long-term financial goals. With expertise in navigating today's planning challenges, we prioritize your best interests and uphold the highest ethical standards. By partnering with a CFP Professional, you can trust that your assets are managed with care and expertise.
1011 3rd St N, Jacksonville Beach, FL 32250, United States -
Sovereign Retirement Solutions
● OpenSovereign Retirement Solutions is a trusted finance and insurance agency located at 941 West Morse Boulevard in Winter Park, Florida. Our team of experts is dedicated to helping individuals plan for a secure and prosperous retirement. We offer a wide range of financial products and services tailored to meet the unique needs of each client. Whether you are looking to invest for the future, protect your assets, or plan for long-term care, Sovereign Retirement Solutions is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a worry-free retirement.
941 W Morse Blvd Suite 100, Winter Park, FL 32789, United States -
Renew Family Wealth
● OpenRenew Family Wealth is a finance institution located at 2465 Mercer Avenue in West Palm Beach, Florida, United States. Our focus is on providing exceptional insight and service to our clients, building lasting relationships based on trust, integrity, and superior client service. Our mission is to simplify financial matters for our clients, allowing them to shift their focus to their families. We believe in a systematic yet understandable approach to investing, emphasizing a balanced and diversified portfolio to help clients achieve their financial goals and avoid costly mistakes.
2465 Mercer Ave STE 203, West Palm Beach, FL 33401, United States
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