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Alabama
Central Alabama, including the Birmingham metropolitan area, Tuscaloosa, Anniston/Oxford, Auburn/Opelika, and the surrounding counties Michael Ballard & Gregory Lawrence ~ Alliance Wealth Management Group, LLC
4505 PineTree Circle, Suite 120 Birmingham, AL 35243 Click here for Help & More Information
Arizona
Chandler & all of Arizona (Financial / Retirement Planning)
Diane Forshee, CSA, CLTC
1185 W Macaw Drive P.O. Box 11293 Chandler AZ 85248 480-782-1630Click here for More information
Maricopa, Pinal, and Yavapai Counties (Financial / Retirement Planning)
Marjanna H Peyton, CSA Reverse Mortgages of the Southwest3254 E Thornton Ave, Gilbert, AZ 85297 Click here for Contact information
Serving all of Arizona (Financial / Retirement Planning) W. Ryan Zenk, Family Wealth Advisors in Arizona, Illinois and Wisconsin; Geriatric care management firm Senior Planning Group in Wisconsin & Zenk Law Office in Wisconsin Click here for Help & Contact Information
Serving all of Arkansas (Financial & Retirement Planning)
Chad R. Oldham, Oldham Law Firm, PLLC
603 Southwest Dr. Jonesboro, AR 72401 Click here for Contact Information
California
Alameda, Contra Costa Counties and the Greater Bay Area
(Financial / Retirement Planning)
Kevin D. Olison, Olison & Company
111 Deerwood Road, Suite 200
San Ramon, CA 94583 Contact: 925-855-3230 Click here for Contact information
Anaheim, Buena Park, Cypress, Garden Grove, Lakewood, Seal Beach, Los Alamitos, Lakewood, Long Beach, Cerritos, and the Greater Orange County and Los Angeles County metropolitan areas (Financial / Retirement Planning)
Law Offices of Thomas L. McKenzie
10702 Pamela St. Cypress, CA 90630 Click here for Contact information
Glendale, Pasadena, San Fernando Valley & San Gabriel Valley Eunice Fletcher ~ SiverLeaf Inc. (Financial / Retirement Planning) Glendale, CA 91206 Click here for Help & Contact Information
All of Los Angeles and the South Bay (Financial / Retirement Planning)
Susan Reyes Guan, SRES, Realtor, Notary, Financial Services Professional, SRN Financial Services, Inc. 1253 Sepulveda Blvd. Torrance, CA 90502 (310) 530-4692
Click here for Contact information
Napa, Solano, & Yolo Counties (Financial / Retirement Planning)
Bruce Jones Insurance and Financial Services
455 Alicante Place, Vacaville, CA 95688 Click here for Contact Information
Orange, Riverside, San Bernardino, and San Diego Counties (Retirement Planning)
Nadine M Lord EA CFP and Paul E Divan IV Veterans Benefits and MediCal Planning, Personal Tax and Investment Management
Rancho Santa Margarita CA 92688 Click here for Help & Contact information
Orange County (Financial / Retirement Planning) Joseph S. Hagler
Hagler Financial Services 461 South Glassell Street, Suite A
Orange, CA 92866 Click here for Contact information
Sacramento, Amador, Yolo, and Sutter Counties (Financial / Retirement Planning)
Sharon Goodwin, J.D., Goodwin & Rainbolt
PO Box 60876 Sacramento, CA 95860 Click here for Contact Information
Sacramento, Modesto, Auburn (Financial / Retirement Planning)
Mark John Crews, Mark John Crews & Associates, 5150 Fair Oaks Blvd 101-102, Carmichael CA 95608 Click here for Contact Information
San Diego County & surrounding areas (Financial / Retirement Planning) Amos Johnson Jr., Amos Johnson Agency Click here for Help & Contact Information
815 Third Ave Ste. 303 Chula Vista Ca. 91911
San Diego Area & Southern California (Financial / Retirement Planning)
Michael Piper, Piper Financial 7419 Circulo Sequoia Carlsbad, CA
Click here for Contact information
San Francisco, the Bay Area, including Marin and and Sonoma County
(Financial / Retirement Planning)
Rebecca Brumbaugh, Long Term Care Insurance Services
909 Susan Way, Novato, CA 94947 Click here for Contact Information
Serving Southern California (Primary) & Northern California (Secondary)
Brian K Clark, Western Financial Planning Corporation (Retirement Planning)
9810 Irvine Center Dr Irvine CA, 92618 Click here for Help & Contact Information
Serving Northern California & the Bay Area (Retirement Planning)
Marty Appel, Loan Consultant, Bay Area Reverse Mortgage
2080 Mountain Blvd. #203 Oakland, CA 94611 Click here for Contact Information
Serving Southern California (Financial / Retirement Planning)
Frank H. Markley CLTC, Genworth Life, 28481 Camino Dimora San Juan Capistrano, Ca. 92675 Click here for Contact information
Colorado
Denver / Colorado Springs Area (Financial & Retirement Planning) Paul Montgrain CSFP, CEA Director of the Denver Area Advisory Board Colorado Eldercare Planning Council Centennial, CO Click here for Help & Contact Information
Jefferson, Denver, Adams, Arapahoe, Boulder, Gilpin & Counties
Michael Herman, ChFC, LUTCF, Golden Wealth Solutions, Inc. (Financial & Retirement Planning)
Wheat Ridge, CO 80033 Click here for Help & Information
Serving All of Colorado (Financial / Retirement Planning)
Marco Chayet - Chayet & Danzo, LLC
650 S. Cherry St., Suite 710 Denver, CO 80246 Click here for Contact information
Serving all of Colorado (Financial / Retirement Planning)
Mark Skufca Alliance Guaranty Mortgage Corp. 2821 So. Parker Rd. #605 Aurora, CO 80014Click here for Contact Information
Connecticut
Fairfield, Hartford, Litchfield, Middlesex, New London, New Haven, Tolland, & Windham Counties (Financial / Retirement Planning)
Kenneth Penfield, CCCE, CTReverseMortgage.com 1520 Highland Avenue (Rt10) Cheshire, CT 06410 (Toll Free) 1-866-REV-1411 Click here for Contact Information
Litchfield, Hartford, Tolland, & Windham Counties (Financial / Retirement Planning)
Donald Kuerner, Gateway Fianacial Group, Inc
500 Winding Brook Dr Glastonbury, CT 060335 Click here for Help & Contact information
New London and Windham Counties (Financial & Retirement Planning)
Vincent Roemmele - Roemmele Agency LLC 220 Route 32 Uncasville, CT 06382 Click here for Contact information
Serving all of Connecticut (Financial / Retirement Planning) Barbara Sontag, MBA, CLTC, Sontag Financial Services212-831-7530
1675 York Avenue, New York, NY 10128 Click here for Contact information
Deleware
Serving all of Deleware (Financial planning and wealth management)
Martin V. Higgins, CFP, CLU, AEP, Family Wealth Management Advisory,LLC
Marlton, NJ 08053 Click here for Help & Contact Information
Florida
Aventura, Coconut Grove, Delray Beach & Miami (Financial / Retirement Planning)
Scott M. Solkoff, Esq. Solkoff Legal, P.A. Click here for Contact Information A PROFESSIONAL ASSOCIATION 2605 W. Atlantic Ave, Ste A-103 Delray Beach,FL 33445
18305 Biscayne Blvd., Ste 218 Aventura, FL 33160
2950 SW 27th Ave., Suite 300 Miami, FL 33133
Boca Raton, Fort Lauderdale, West Palm Beach, Aventura, Weston (Financial & Retirement Planning) Ellen S. Morris, Esq. and Howard S. Krooks, Esq., Certified Elder Law Attorney, Elder Law Associates, PA Main Office: 7000 W. Palmetto Park Rd., Ste 205, Boca Raton, FL 33433 Click here for Contact information
Broward & Palm Beach Counties (Financial / Retirement Planning)
Sheri L. Hazeltine ~ Sheri L. Hazeltine & Associates, P.A.
203 NE First Avenue, Delray Beach, FL 33444 Click here for Contact information
Charlotte, Lee, Manatee, Sarasota Counties & all of Florida
(Financial/ Retirement Planning) Guy F. Bartlett CLTC, Bankers Life & Casualty Insurance 2285 Buckskin Drive, Englewood FL 34223 Click here for Contact information
Clearwater, Lakeland, Sarasota, St. Petersburg, Tampa and surrounding areas
Kate Wilde, CLTC, Genworth Life Insurance Company 116 Chesapeake Avenue, Tampa, FL 33606 Click here for Contact information (Financial / Retirement Planning)
Hernando, Pasco, Pinellas, & Hillsborough Counties
(Financial Advisor) Jeff Dupree, Member NAIFA - Allapree & Associates, Inc.
2144 Seven Springs Blvd., Ste 402 New Port Richey, FL 34655 Click here for Contact Information
Hillsborough, Pinellas, Polk, Pasco & Manatee Counties (Retirement Planning) Marsha Odor ~ Plan Retirement Phone #: 813-263-7611
6808 24th Ave. S. Tampa, FL 33619 Click here for Help & More Information
Greater Orlando and Central Florida (Financial / Retirement Planning)
Tilden "Til" L. Sowdon, CLU, RFC
5728 Major Blvd., Ste. 602 Orlando, FL 32819
Click here for Contact information
Pasco, Pinellas, Hernando, Hillsborough Counties (Financial / Retirement Planning)
Allan Cruickshank, National Ethics Bureau Member Government Benefits Analysts Inc 905 E. M.L. King Jr. Dr. #216
Tarpon Springs, Fl 34689 Click here for Help & Contact Information
Serving all of Florida (Financial / Retirement Planning)
Chuck Pugsley, Medicaid Eligibility, Inc.
2255 Glades Rd, suite 324 Boca Raton, FL 33431Click here for Contact Information
Georgia
Atlanta, Athens, Macon & surrounding Areas in GA (Financial / Retirement Planning) BUD OTTO, CLU ChFC, Senior Risk Management 6025 Sandy Springs Cir. NE Ste 256 Sandy Springs GA 30328 Click here for Contact Information
Serving Georgia (Financial & RetirementPlanning) James B. Swain, Swain Law Firm 515 E. Crossville Rd Suite 420 Roswell, GA 30075 Click here for Contact information
Hawaii
Serving all of Hawaii (Financial / Retirement Planning)
Frank H. Markley CLTC, Genworth Life, 28481 Camino Dimora San Juan Capistrano, Ca. 92675Click here for Contact information
Illinois
Arlington Hts., Cook, Dupage, Chicagoland and all Illinois (Reverse Mortgage)
Kim A. Schutt, AA ALLIANCE BANCorp 515 Ogden Ave. Downers Grove, Il 60515
1-630-440-5187 Click here for Contact Information
Boone, Cook, DeKalb, DuPage, Grundy, Kane, Kankakee, Kendall, Lake, McHenry, Will & Winnebago (Financial / Retirement Planning) COUNTRY Financial, Robert J. Sweiss, CLTC, CSA, CEA
6239 South Archer, Chicago, IL 60638 Click here for Contact Information
Chicagoland (Western Suburbs) (Financial / Retirement Planning)
Andy P. Kinne, CSA ~ Kinne Planning Institute
Wheaton, IL 60189 Click here for Help & Contact information
Serving Illinois, U.S.A, Canada, & the U.K. (Financial / Retirement Planning) Read the Long Term Care
Review for unbiased, current information on LTC health care, types of
long term care insurance, and quotes.
Serving all of Illinois (Financial / Retirement Planning)
Rene Apack, Insure Your Future 801 N Milwaukee Ave Libertyville IL 60048
Click here for Contact Information
Serving All of Illinois (Financial / Retirement Planning) All America Reverse Mortgage LLC 601 N. Hick Rd. Palatine, Il. 60067 Click here for Contact Information
Serving all of Illinois (Financial / Retirement Planning)
Mark Skufca Alliance Guaranty Mortgage Corp.
2821 So. Parker Rd. #605 Aurora, CO 80014Click here for Contact Information
Indiana
Serving all of Indiana (Retrement Planninf and Financial Advice) Kevin Wedmore
Hoosier Senior Solutions 11805 N. Pennsylvania St. Carmel, IN 46032
Click here for Contact information
Serving All of Indiana (Financial / Retirement Planning)
Mark Skufca Alliance Guaranty Mortgage Corp. 2821 So. Parker Rd. #605 Aurora, CO 80014Click here for Contact Information
Central Indiana, IndianapolisStuart E. Lawrence, Long Term Care Specialist, 12589 Sandstone Run, Carmel, Indiana 46033Click here for Contact information
Serving all of Indiana (Financial / Retirement Planning)
Nicole L. Hawkins, CSA
Elder Advantage, Owensboro, KY
Click here for Contact information
Iowa
Ames & the Greater Des Moines Areas (Financial / Retirement Planning)
Robert J. Brandsfield CPA CFP, Brandsfield Financial Group/Wealth Care Services
1000 73rd Street #19 Des Moines, IA 50311 Click here for Contact information
Kansas
Manhattan, Salina, Topeka, & surrounding areas (Financial / Retirement Planning) James R. Lord and Timothy R. Roberts, Lord-Roberts & Associates
2914 SW Plass Ct., Ste. A Topeka, KS 66611 Click here for More Information
Kentucky
Serving all of Kentucky (Financial / Retirement Planning) Nicole L. Hawkins, CSA, Elder Advantage Owensboro, KYClick here for Contact information
Louisiana
North and Central Louisiana, Natchitoches, Alexandria, Shreveport
(Financial / Retirement Planning) Jimmy D. Long, Jr., Elder Law Attorney
Click here for Contact information
Maine
York County (Financial / Retirement Planning) Thomas F. Levasseur, CLU, CLTC,
The Beacon Financial Group, 9 Hamilton Street Somersworth, NH 03878 Click here for Contact information
Maryland
Anne Arundel, Balitmore, & Howard Counties (Financial / Retirement Planning) Leo J. Vidal, JD, MA, CPA, Eldercare Tax & Financial Services
208 Serenade Ct Millersville, MD 21108 Click here for help & more information
Baltimore, MA & surrounding areas
(Financial & Retirement Planning) Thomas B. Mazur, Metlife 4905 Tilghman StreetAllentown, PA 18104Click here for Contact Information
Massachusetts
Acton, Arlington, and all of Massachusetts (Financial / Retirement Planning)
Meredith Pensack, CLTC, Long-Term Care Insurance Planning, 248 Old Farm Road Newton, MA 02459-3459 Click here for Contact Information
Boston, Braintree, Canton, Dedham, Holbrook, Milton, Quincy, Randolph, Weymouth & surrounding areas Tom Williams, Realtor, SRES, Coldwell Banker Residential Brokerage, 60 Adams Street, Milton, MA 02186 Click here for Contact Information
Boston, Somerville, Cambridge (Financial / Retirement Planning)
Alex L. Moschella, Moschella & Winston, LLP, 440 Broadway, Somerville, MA 02145
Click here for Contact information.
Cape Cod, Nantucket, & Southeastern Massachusetts
(Financial / Retirement Planning) William M. Yates
The Law Office of William M. Yates 141 Route 6A P.O. Box 1196 Sandwich, MA 02563
Click here for Contact information
Essex, Middlesex, Suffolk, & Worcester Counties (Financial / Retirement Planning)
Adam J. Tobin, Esq., Law Offices of Adam J. Tobin
809 Turnpike Street Willows Professional Park North Andover, Massachusetts 01845 Click here for Help & Contact information
Worcester County & MetroWest
(Financial / Retirement Planning) Russ Swallow, CSA, FutureSeniors
P.O. Box 626 Worcester, MA 01613 Click here for Contact Information
Worcester & Middlesex Counties (Financial / Retirement Planning)
Thomas Bodine, CLU, ChFC, Sterling Financial Partners
Sterling, Massachusetts Click here for Help & Contact information
Serving all of Massachusetts (Financial / Retirement Planning)
Thomas F. Levasseur, CLU, CLTC,
The Beacon Financial Group
9 Hamilton Street Somersworth, NH 03878 Click here for Contact information
Boston, Cape Cod, & surrounding areas (Financial / Retirement Planning)
Kate Wilde, CLTC, Genworth Life Insurance Company 116 Chesapeake Avenue, Tampa, FL 33606 Click here for Contact information
Michigan
Kent, Ottawa, Allegan, Muskegon, Barry, & Kalamazoo Counties
Shawn Weera, JD, Law Offices of Shawn Weera (Financial / Retirement Planning) 2025 E Beltline Ave. SE, Suite 301 Grand Rapids, MI 49546 Click for Help & Contact Information
Macomb, Wayne, Oakland, Washtenaw, & Otsego Counties
(Financial / Retirement Planning) Christine M. Metiva, Infinity Benefits and Consulting 33900 W Eight Mile Road Ste 181 Farmington Hills, MI 48335
Click here for Contact Information
Mecosta, Osceola, Grand Traverse, Montcalm, Newaygo, Wexford, Crawford, Roscommon, Antrim, Lake, Leelanau, Otsego, Kalkaska, Missaukee, Benzie, Manistee, and Mason Counties (Financial / Retirement Planning)
R. Todd Balkema, Jordan Balkema Elder Law Center Convenient locations in Big Rapids and Traverse City, MI Click for for Help & Information
Western Michigan (Financial / Retirement Planning) James A Watts, CFP®, Senior Financial Services, WATTS & ASSOCIATES LLC 1345 Monroe Ave NW
Suite 332
Grand Rapids, MI 49505 Click here for Contact information
Serving all of Michigan & North Dakota (Financial / Retirement Planning) Kelly Wentz, MetroPrairie Wealth Preservation, Inc. 315 Fifth Street North, Suite 100, Fargo, ND 58102 Click here for Contact Information
Minnesota
Twin Cities Metropolitan, Wright County, & Greater Minnesota
(Financial / Retirement Planning) Alfred Carroll-Pezzella,
Minneapolis Financial Group 901 Marquette Ave, Suite 2600, Minneapolis, MN 55402 Click here for Contact Information
Serving all of Minnesota (Financial / Retirement Planning)
Harvey E Lorfeld, The Quixote Grp. P.O. Box 211103 Eagan, Mn. 55121 Click here for Contact Information
Serving all of Minnesota (Financial / Retirement Planning) Kelly Wentz
MetroPrairie Wealth Preservation, Inc. 315 Fifth Street North, Suite 100, Fargo, ND 58102 Click here for Contact Information
Mississippi
Hinds, Rankin, Madison Counties, & surrounding areas
(Financial / Retirement Planning) R. James Young, Wells Marble & Hurst, PLLC,
300 Concourse Boulevard, Suite 200, Ridgeland, MS 39157
Click here for Contact information
Missouri
St Louis, St. Charles, Jefferson, & Franklin Counties (Tax Planning & Preparation)
Charles R Bud Funk, CPA, Charles R Funk, CPA PC 10805 Sunset Office Drive 100
St. Louis, Mo. 63127 Click here for Help, More Information, & to Contact
St. Louis City & County, Jefferson County, Franklin County, & St. Charles County
(Financial & Retirement Planning)
David M. Walther, CPA/PFS, JD
Summit Advisory Services, LLC, 1034 S. Brentwood Blvd., Ste. 1910
St. Louis, MO 63117 Click here for Help, More Information, & to Contact
Greater St. Louis area as well as western Illinois (Financial & Retirement Planning)
David Purcell, Esq. Purcell & Amen, LLC
10805 Sunset Office Dr, ite 100 St. Louis, MO 63127 Click here for Help & Information
Nevada
Serving Southern Nevada (Financial / Retirement Planning)
Sandra Rhody, Wells Fargo Home Mortgage/Reverse Div
3300 W. Sahara Ave, Ste 401 Las Vegas NV 89102Click here for Contact Information
New Hampshire
Portsmouth, NH, Bedford, NH and nearby areas
William A. Hartley, JD, LLM, Hartley Law Firm (Financial / Retirement Planning) 1 New Hampshire Ave., Suite125 Portsmouth, NH 03801
15 Constitution Dr, Suite CEO-125 Bedford, NH 03110 Click here for Contact Information
Strafford & Rockingham Counties (Financial / Retirement Planning)
Thomas F. Levasseur, CLU, CLTC, The Beacon Financial Group
9 Hamilton Street Somersworth, NH 03878 Click here for Contact information
New Jersey
Camden, Gloucester, Burlington, Atlantic, Cape May Counties
(Financial / Retirement Planning)
Philip J. Carbine, CSA, Carbine-Tomasello/Ever Bank Advisors
901 Rt 168 #105, Turnersville, NJ 08012 Click here for Contact Information
Serving all of New Jersey (Financial / Retirement Planning) Barbara Sontag, MBA, CLTC, Sontag Financial Services212-831-7530
1675 York Avenue, New York, NY 10128 Click here for Contact information
Bergen County, Passaic County, & Essex County (Financial / Retirement Planning) Jonathan Schwartz, CLTC, National Financial Network, 7 Hanover Square Suite 8A New York, NY 10004 Click here for Contact information
Serving all of New Jersey (Financial planning and wealth management)
Martin V. Higgins, CFP, CLU, AEP, Family Wealth Management Advisory,LLC
Marlton, NJ 08053 Click here for Help & Contact Information
New York
Astoria, Queens, Kings, Manhattan, Westchester, Nassau & Suffolk counties
(Financial / Retirement Planning) Michael Marcello, CFP, CLTC, Eastern Partners Financial Group One Huntington Quadrangle, Suite 3N05 - MELVILLE, NY 17447 Click here for Contact Information
Albany, Rensselaer, Schenectady, Saratoga, Columbia, Greene, Fonda
& Montgomery Counties (Elder Attorney) Richard E. Rowlands, Girvin & Ferlazzo PC
20 Corporate Woods Blvd, Albany, NY 12211 Click here for Help & Contact information
Brooklyn, Bronx, Queens, Manhattan, Staten Island, Suffolk & Nassau Counties (Financial / Retirement Planning) Randy Brickman CSA, CLTC, LUTCF
Forest Hills Financial Group 95-25 Queens Blvd. Rego Park, NY 11374
Click here for Contact information
Nassau & Suffolk Counties (Financial / Retirement Planning)
Anthony B. Soldano, Innovative Planning Services, Inc
80 Crossways Park Drive West
Woodbury, NY 11797 Click for Help & Contact information
Nassau & Suffolk Counties (Financial / Retirement Planning)
Kenneth R. Clark, CPCU, CLTC, CSA, K.R. Clark & Co., LLC
24 Bridle Path Road Smithtown, New York 11787 Click here for Contact information
Serving all of New York (Financial / Retirement Planning) Barbara Sontag, MBA, CLTC, Sontag Financial Services212-831-7530
1675 York Avenue, New York, NY 10128 Click here for Contact information
Serving all of New York (Financial / Retirement Planning) Jonathan Schwartz, CLTC
National Financial Network, 7 Hanover Square Suite 8A New York, NY 10004 Click here for Contact information
North Carolina
Charlotte Metro Area & all of North Carolina (Financial / Retirement Planning)
Caroline M. Peek, BS, CLTC, CRFA, CSA - Financial Benefits, 7810 Ballantyne Commons Parkway; Suite 300 Charlotte, NC 28277 Click here for Contact Information
Greensboro, Raleigh, & surrounding areas (Financial / Retirement Planning)
Nu Dawn Investments - Donnette Spruill, 7800 Airport Center Dr Ste:401
Greensboro NC Click here for Help & Contact Information
North Dakota
Serving all of North Dakota (Financial / Retirement Planning)
Kelly Wentz, MetroPrairie Wealth Preservation, Inc. 315 Fifth Street North, Suite 100, Fargo, ND 58102
Click here for Contact Information
Ohio
Akron Area; Portage, Stark, Summit and Wayne Counties
(Financial / Retirement Planning) Edward Bender, Bender & Associates, LLC
3425 Edison Street NW Suite B Uniontown, OH 44685 Click here for Contact information
Cuyahoga, Summit, Portage, Stark, Medina, Lorain, & Lake Counties
(Financial / Retirement Planning) Margaret H. Kreiner, Esq., Law Office of Margaret H. Kreiner
Certified Elder Law Attorney Click here for Contact information
Cuyahoga, Erie, Lorain, & Medina Counties
(Financial / Retirement Planning) Shelley Reddy, CLTC, LTCP, Genworth Life
Lorain, OH 44052 Click here for Contact information
Delaware, Licking, Franklin, Fairfield, Union, & Richland Counties
(Financial / Retirement Planning)
Don A Olson, PhD, Superior LTC Certified, Superior LTC Planning Services, Inc.of Central Ohio, 445 Hutchinson Ave., Ste.800 Columbus, Ohio 43235
Click here for Contact information
Great Miami Valley & Southwest, Ohio (Financial / Retirement Planning)
Allan F. Scott MBA & CSA®, Scott Financial Services
3 Fairwood Drive Miamisburg, OH 45342 Click here for Contact information
Oregon
Serving N.W. Oregon & S.W. Washington (Financial / Retirement Planning)
Larry McClanahan, MBA, CASLTM , CFP ®
PO Box 3056
Clackamas, OR 97015Click here for Contact Information
Serving all of Oregon
Larry Morris, Certified Mortgage Planning Specialist
American Nationwide Mortgage Company, Inc
307 E 2nd St. Ste 230 Newberg, OR 97132 Click here for Help & Contact Information
Serving Northwest Oregon (Financial / Retirement Planning)
Joseph Brumbaugh, MSAA, Joseph Brumbaugh Insurance
13023 NE Hwy 99, Suite 7-135, Vancouver, WA 98686
Click here for Contact Information
Pennsylvania
Lehigh Valley including Allentown, Bethlehem, Easton, & surrounding areas in PA
(Financial / Retirement Planning) Thomas B. Mazur, Metlife 4905 Tilghman Street Allentown, PA 18104Click here for Contact Information
Montgomery, Philadelphia, & Chester Counties (Financial / Retirement Planning) Robert M. Slutsky Associates 470 Norristown Road Ste 100, Blue Bell, PA 19422
Click here for Contact information
Southeastern Pennsylvania (Financial / Retirement Planning)
Philip J. Carbine, CSA, Carbine-Tomasello/Ever Bank Advisors
901 Rt 168 #105, Turnersville, NJ 08012 Click here for Contact Information
Serving all of Pennsylvania (Financial planning and wealth management)
Martin V. Higgins, CFP, CLU, AEP, Family Wealth Management Advisory,LLC
Marlton, NJ 08053 Click here for Help & Contact Information
Rhode Island
Serving all of Rhode Island (Financial / Retirement Planning)
William K. White, Ocean State Reverse Financing, Inc., 1130 Ten Rod Road, Suite D 101A North Kingstown, RI 02852 Click here for Contact information
Proudly serving Rhode Island, Massachusetts & Connecticut (Retirement Planning) Professional Fiduciary Advisors, Inc., 372 Broadway, Suite D. Pawtucket, RI 02860 Click here for Help & Contact Information
South Carolina
Serving all of South Carolina (Financial / Retirement Planning)
Caroline M. Peek, BS, CLTC, CRFA, CSA Financial Benefits, 7810 Ballantyne Commons Parkway; Suite 300 Charlotte, NC 28277 Click here for Contact Information
Tennessee
Anderson, Blount, Knox, Loudon, Roane, Jefferson, & Sevier Counties
Tom Dooley, CLU, ChFC(Financial / Retirement Planning)
P. O. Box 10181
Knoxville, TN. 37919 Click here for Help & Contact Information
Knoxville, Tri-Cities, Crossville & surrounding areas
Todd McCamey - Financial Advisor, Ameriprise Financial Toll Free: 800-326-6274
9724 Kingston Pike Franklin Square Suite 1010 Knoxville, TN 37922 Advisor is licensed/registered to do business with U.S. residents only in TennesseeClick here for Contact Information
Jackson, Memphis, and surrounding areas (Financial / Retirement Planning)
Allan F. Scott MBA & CSA®, Scott Financial Services
3 Fairwood Drive Miamisburg, OH 45342 Click here for Contact information
Texas
Austin, Dallas, East Texas, Houston, Corpus
Christi & surrounding areas
Harry & Lynn Shank, Texas Assurance Care (Financial / Retirement Planning)
4100 Duval Rd Bldg 4, Ste 207
Austin, TX 78759 Click here for Help & Contact Information
Dallas/Ft. Worth (North Texas)
(Financial / Retirement Planning) Jonathan Mazur, MBA, RFC, CFEd
Luke Financial Company, 100 Highland Park Village Suite 200 Dallas, TX 75205 Click here for Contact Information
Dallas/Ft. Worth & Northeast Texas (Financial / Retirement Planning)
Mark John Crews, Mark John Crews & Associates
5150 Fair Oaks Blvd 101-102, Carmichael CA 95608 Click here for Contact Information
Houston, Texas and surrounding areas (Financial / Retirement Planning)
C&S Healthcare Services, Inc, Cindy Hartman RN, BSN 15430 Ridge Park Dr, Houston, Texas 7709 Click here for Help & Contact Information
Tyler, Texas and surrounding areas (Financial / Retirement Planning)
Michael Evans, CFP Legacy Group One American Center 909 ESE Loop 323 Suite 210
Tyler, TX 75701 Click here for Contact information
Serving Northern Texas (Retirement Planning) G. Ward Beaudry
Winn, Beaudry & Winn, Attorneys at Law, 1601 Elm Street Suite 4200 Dallas, TX 75024 Click here for Contact information
Utah
Ogden Utah & surrounding areas (Financial / Retirement Planning) Ben Rowley, Financial Advisor, Edward JonesClick here for Help & Contact information
2380 Washington Blvd Suite 108
Weber County Center
Ogden, UT 84401
Salt Lake City & nearby areas (Financial / Retirement Planning)
Net Worth Advisory Group, Robert P. Christenson, Certified Financial Planner
6975 Union Park Center Ste 465
Midvale, UT 84047 Click here for Help & Contact information
Salt Lake City Utah & surrounding areas (Financial / Retirement Planning) Mike Olsen, Financial Advisor, Edward JonesClick here for Help & Contact information
8619 HIGHLAND DRIVE
SANDY, UT 84093
Weber, Davis, Box Elder and Morgan counties (Financial / Retirement Planning)
Greg Gregson, CSA, Estate Management, Inc., Gregson Tax Advisory Group, 3385 Harrison Blvd. #1, Ogden, UT 84403 Click here for Contact information
Virginia
City of Alexandria, Fairfax City, Fairfax, Loudoun, Arlington & Prince William CountiesDale M Shaffer, Asset Preservation (Financial / Retirement Planning) 6907 Valley Brook Drive, Falls Church, VA. 22042Click here for Contact information
We serve the 7 cities of the greater Hampton Roads, Virginia area including Virginia Beach, Norfolk, Chesapeake, Portsmouth, Suffolk, Hampton, and Newport News
(Certified Financial Planner Professional) Charles Moore, Hall & Moore Benefit Advisors
4510 Holland Office Park #514 Virginia Beach, VA 23462Contact: 757-473-0600 Click here for help and information
Washington
Clark & Washington Counties (Financial / Retirement Planning)
Joseph Brumbaugh, MSAA, Joseph Brumbaugh Insurance
13023 NE Hwy 99, Ste 7-135, Vancouver, WA 98686 Click here for Contact Information
King, Snohomish, & Pierce Counties (Financial / Retirement Planning)
Jeff Kyle, LUTCF, CSA, LTCP, Jeff Kyle Agency, 2020 El Capitan Way
Everett, WA 98208 Click here for Contact Information
Serving S.W. Washington & N.W. Oregon (Financial / Retirement Planning)
Larry McClanahan, MBA, CASLTM , CFP ®
PO Box 3056 Clackamas, OR 97015Click here for Contact Information
Wisconsin
Columbia, Dane, Dodge, Milwaukee, Waukesha, Wood, Portage Counties & all of WI
Joanne M. Harmon CLTC, CSA, Harmon Financial Group LLC
112 W. James St Ste 2 Columbus, WI 53925 Contact: 1-800-783-6694 Click here for to learn more about Joanne and to contact her
Always Serving S.E. Wisconsin (Financial / Retirement Planning)
Jay Van Beusekom RHU, LUTCF, Jay Van Beusekom Financial Advisor LLC
11270 W Park Place, Suite 980, Milwaukee, WI 53224 Click here for Contact information
Serving all of Wisoncsin (Financial / Retirement Planning)
Mark Skufca Alliance Guaranty Mortgage Corp. 2821 So. Parker Rd. #605 Aurora, CO 80014Click here for Contact Information
Serving all of Wisconsin (Financial / Retirement Planning)
Harvey E Lorfeld, The Quixote Grp. P.O. Box 211103 Eagan, Mn. 55121 Click here for Contact Information
Serving all of Wisconsin (Financial / Retirement Planning) Rene Apack, Insure Your Future 801 N Milwaukee Ave Libertyville IL 60048 Click here for Contact Information
Disclaimer: The sole purpose of this service is to assist you in contacting long term care providers or advisors in your area who may be helpful to you. There is no charge to you for using this service. Members of the National Care Planning Council have agreed to abide by an ethical code of conduct. We trust that Council members or anyone else we refer you to will treat you in an honest, fair and equitable manner. We do not verify the background or business practice of our referrals and it is up to you to determine for yourself the integrity of any provider we refer you to. We are not responsible if your experience with any of our referrals is not satisfactory.
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Book: "The 4 Steps of Long Term Care Planning"
A must have for anyone planning their retirement years and wanting to be prepared in case of needing long term care. Learn More... 
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