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TOP 30 Elderly financial planning in Indiana
11 results found
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Senior Financial Solutions Inc.
Senior Financial Solutions Inc. is a trusted finance and insurance agency located at 710 Cameron Woods Drive in Angola, Indiana. Our experienced team specializes in providing personalized financial solutions for seniors, helping them navigate the complexities of retirement planning, insurance policies, and investment options. With a commitment to integrity and exceptional customer service, we strive to empower our clients to make informed decisions that secure their financial future. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Applegate & Dillman Elder Law
Applegate & Dillman Elder Law is a reputable law firm located at 2344 South Tibbs Avenue in Indianapolis, Indiana, United States. Specializing in elder law, the firm provides expert legal services to seniors and their families. With a focus on estate planning, Medicaid planning, and long-term care planning, the experienced attorneys at Applegate & Dillman Elder Law are dedicated to helping clients navigate the complexities of aging with dignity and financial security. Trustworthy and compassionate, this institution is committed to advocating for the rights and well-being of older adults.
Sheets, Charles & Charles, Elder Law Attorneys
Sheets, Charles & Charles, Elder Law Attorneys is a reputable law firm located at 4828 Lincoln Avenue in Evansville, Indiana, United States. Specializing in elder law, the experienced attorneys at this institution provide expert legal guidance and support for elderly clients and their families. From estate planning to long-term care issues, Sheets, Charles & Charles is dedicated to helping seniors navigate the complexities of the legal system with compassion and expertise. With a focus on protecting the rights and well-being of older individuals, this law firm is committed to providing top-notch legal services tailored to the unique needs of elderly clients.
Tradewell Tax & Financial
TradeWell Tax & Financial is a boutique financial planning and professional services firm located at 130 West Main Street, Fort Wayne, Indiana. Our team of professionals includes EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers, and Insurance Professionals, all under one roof. Our mission is to help retirees and pre-retirees reach their financial goals through custom-tailored financial guidance designed to maximize retirement potential. We offer services such as income planning, investment planning, tax planning, healthcare planning, and estate planning. Our focus is on risk management and creating comprehensive plans for our families. We believe in tax diversity in retirement planning and strive to minimize overall tax burdens. At TradeWell, each client is unique and we work to build a personalized investment plan to help achieve their retirement dreams. Initial meetings are at no charge or obligation, as we listen and learn about your situation and goals. We take our fiduciary obligation seriously and prioritize your best interests.
Elder Advisers
Elder Advisers is a reputable finance institution located on East Utica Street in Sellersburg, Indiana, United States. Our team of experienced financial experts specialize in providing personalized financial advice and guidance to elderly clients. We understand the unique financial challenges and concerns that seniors face, and strive to help them make informed decisions to secure their financial future. Whether it's retirement planning, investment management, or estate planning, Elder Advisers is dedicated to helping seniors navigate the complex world of finance with confidence and peace of mind.
Elder Advisers
Elder Advisers, located at 2867 Charlestown Road in New Albany, Indiana, is a finance institution dedicated to helping seniors protect and manage their assets. Specializing in assisting clients with Medicaid planning, Elder Advisers can help create a plan that guarantees the preservation of retirement savings. The institution is part of a suite of services offered by Live Fully, which aims to support clients in living a full and happy life through various healthcare resources. Please note that Elder Advisers is not a law firm and does not provide tax advice. For a free consultation to discuss your financial situation, contact Elder Advisers at (800) 763-7930. Visit their website for more information and resources.
Brad Taylor - State Farm Insurance Agent
Brad Taylor - State Farm Insurance Agent is an insurance agency located at 4308 Flagstaff Cove, Fort Wayne, Indiana, United States. Situated off Stellhorn Rd near Wheelock Rd in Stellhorn Professional Village, Brad has been in the insurance business with State Farm Insurance since 1987. The service goal of the institution is to "Make A Difference" in all things. Brad's team is licensed to assist customers with their insurance needs, including auto insurance, home insurance, and life insurance. When not working, Brad enjoys spending time on a pontoon, golfing, and most importantly, with his family. He is a leader at NorthEast Church and serves as an elder. The institution's goal is to help customers plan for the future and be there for them in times of need.
OMNI Home Care
OMNI Home Care, located at 215 Industrial Parkway in Richmond, Indiana, is a healthcare institution dedicated to providing quality service to communities across East Central Indiana. Our team of healthcare professionals is committed to getting to know our patients on a personal level, understanding their unique needs, and tailoring healthcare to ensure the best possible journey to health. We lead the industry in clinical excellence and service quality, empowering our clinicians and staff to build strong relationships within the communities they serve. Each patient and family we care for is unique, and our mission is to design a specific plan to help them achieve their best possible health in the comfort of their own home.
Arshad, Pangere & Warring, LLP
Arshad, Pangere & Warring, LLP is a reputable law firm located at 7899 West Taft Street in Merrillville, Indiana, United States. Specializing in various legal areas, including criminal defense, family law, estate planning, immigration, and personal injury, the firm is dedicated to providing high-quality legal representation to clients in Northwest Indiana. When facing criminal charges, it is crucial to have an experienced criminal lawyer by your side to protect your rights and reputation. The firm also offers compassionate legal assistance for families dealing with challenging legal issues, as well as estate planning and elder law services to help clients prepare for the future.
Amada Senior Care
Amada Senior Care, located at 1504 North Main Street in Crown Point, Indiana, is a compassionate and quality senior care institution dedicated to helping elderly individuals live with dignity in the comfort of their own homes. Owners Rob Storey and Greg Farley understand the importance of personalized care and strive to provide top-tier caregivers who assist with activities of daily living. The team at Amada Senior Care also offers assistance with navigating long-term care insurance policies, processing claims, and verifying benefits to ensure clients receive the care they deserve. With a focus on enriching the lives of their clients at every level, the dedicated staff at Amada Senior Care Northwest Indiana goes above and beyond to provide exceptional care and support. Whether it's helping clients adjust their care plans or simply sharing a friendly word, the team at Amada Senior Care truly enjoys what they do. They also specialize in guiding seniors through the transition to assisted living communities when in-home care is no longer ideal. Additionally, Amada Senior Care offers free placement services and assistance with accessing veterans' benefits to help ease financial concerns for families. With a commitment to excellence and a focus on building strong relationships with clients and their families, Amada Senior Care is a trusted resource for senior care in the Northwest Indiana community.
American Senior Benefits
American Senior Benefits is an independent insurance agency located in Evansville, Indiana, dedicated to serving seniors and those in need of insurance. Our team works tirelessly to help our customers make key life decisions by finding the right solutions at affordable prices. With a vast product portfolio from top-rated carriers such as United Healthcare, Aetna, and more, we offer a marketplace of solutions for various health and retirement challenges. Our rapid growth and success in the Indiana region make us a leading marketing organization focused on retirement services. Our team of affiliated agents and managers love working with us because of the flexibility of owning their own business while receiving support from a large corporation. Join us at American Senior Benefits and be a part of our continued success in serving our clients and making a difference in their lives. Visit us at our Indianapolis location at 3500 Depauw Blvd Bldg 2 Suite 2050.
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- Elderly financial planning in Angola
- Elderly financial planning in Crown Point
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- Elderly financial planning in Merrillville
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- Elderly financial planning in Sellersburg
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