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Alabama
Serving All of Alabama (Financial / Retirement Planning) Michael Ballard & Gregory Lawrence ~ Alliance Wealth Management Group, LLC
4505 PineTree Circle, Suite 120 Birmingham, AL 35243 Click here for Help & More Information
Birmingham Metropolitan Area (Financial / Retirement Planning)
Anne R. Moses - Moses & Moses, PC 3500 Blue Lake Drive Suite 495, Birmingham, AL 35243 Click for Help & Contact 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, Gila, Pinal, Pima, Mohave, & La Paz Counties (Financial / Retirement)
Vincent Guarnieri, MC, Guardian Asset Protection, LLC
1423 S. Higley Road, Building 11, Suite 127, Mesa, AZ, 85206
Click for Help & Contact 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) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & Contact Information
Serving all of Arizona & California (Financial / Retirement Planning) Thomas Steele - Wealth Preservation Concepts
2900 Adams Street, Suite C130,
Riverside, CA 92504 Click here for Help & Contact Information
Serving all of Arizona (Financial / Retirement Planning) W. Ryan Zenk, Veterans Benefits Inc 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
Arkansas
Faulkner, Conway & Pulaski & all Counties East & North to the State lines
Judah Day ~ Area Director and Veterans Benefits Analysts (Retirement Planning) Retirement Benefits Analysts, LLC Conway, AR, 72032 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
Alameda, Contra Costa Counties & all of Northern California Marty Appel, Loan Consultant, Bay Area Reverse Mortgage
1900 Mountain Blvd. Oakland, CA 94611Click here for Help & 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
Contra Costa, Alameda, & Solano Counties(Financial / Retirement Planning)
Joanna Marie - Where to Go & What to Do - Family & Elder Services P.O. Box 1495, Martinez, CA 94553 Click here for Help & Contact Information
Glendale, La Canada, La Crescenta, Pasadena, Greater Los Angeles Sean Rodriguez - CV Financial Services (Financial / Retirement Planning)
515 S. Flower Street, 36th Floor Los Angeles, CA 90071 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, Los Angeles & San Diego Counties Susanne Miller, Your Estate Coach (Financial / Retirement Planning)
1440 N Harbor Blvd Ste 900 Fullerton, CA 92835 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 Southern California (Financial / Retirement Planning)
Frank H. Markley CLTC, Genworth Life, 28481 Camino Dimora San Juan Capistrano, Ca. 92675 Click here for Contact information
Serving Southern California (Financial / Retirement Planning) Edward Kanemoto, Certified Retirement Planner, ElderCare Alliance 1 World Trade Center, Suite #800, Long Beach, CA 90831 Click here for Help & Contact Information
Serving all of California & Arizona (Financial / Retirement Planning) Thomas Steele - Wealth Preservation Concepts 2900 Adams Street, Suite C130, Riverside, CA 92504 Click here for Help & Contact Information
Serving all of California (Financial / Retirement Planning) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & 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
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
New London and Windham Counties (Financial & Retirement Planning)
Vincent Roemmele - Roemmele Agency LLC 220 Route 32 Uncasville, CT 06382 Click here for Contact information
Deleware
Serving all of Deleware (Financial / Retirement Planning)
JAH Financial Management
724 Yorklyn Rd., Ste. 220,
Hockessin, DE 19707 Click here for Help & Contact information
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
Broward, Palm Beach, & Dade Counties (Financial & Retirement Planning)
Doris Haas RN, CMC - Atlas Care Management
5555 N. Ocean Blvd. #36, Fort Lauderdale, Fl. 33308 Click here for Help & Contact Information
Broward, Palm Beach and Miami-Dade Counties (Financial & Retirement Planning) Adult Senior Placement - PO Box 771223, Coral Springs, FL 33077 Click here for Help & Contact Information
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, & Collier Counties
(Financial/ Retirement Planning)
Mark E. Nichols, Nichols Financial Group, Inc 9130 Galleria Ct. #326
Naples, FL 34109 Click here for Help & 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 Help & Contact information
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
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 Southwest Florida (Financial / Retirement Planning)
David L. Margraf, ~ Senior Financial Risk Management
Offices in Maumee, Ohio and Estero, Florida 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
Serving all of Florida (Financial / Retirement Planning) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & Contact Information
Georgia
Atlanta & Northwest Georgia (Financial / Retirement Planning)
Kenneth R. Clark, CPCU, CLTC, CSA, K.R. Clark & Co., LLC
413 Gold Crossing, Canton, GA 30114-6353 Click here for Help & Contact information
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 110 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
Idaho
Priest River, Sandpoint, Hayden Coeur, D'alene, Post Falls, & Rathdrum
(Financial / Retirement Planning) Lisa Veltri - ADL Insurance Services 1221 Cottonwood Village Ste. 1, Priest River ID. 83856 Click here for Help & Contact information
Illinois
Arlington Hts., Cook, Dupage, Chicagoland and all Illinois
(Financial / Retirement Planning) 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
6239 South Archer, Chicago, IL 60638 Click here for Help & Contact Information
Chicagoland (Western Suburbs) (Financial / Retirement Planning)
Andy P. Kinne, CSA ~ Kinne Planning Institute
Wheaton, IL 60189 Click here for Help & Contact information
Chicago Metropolitan Area (Financial / Retirement Planning)
Laurie Samuels - Abednego Financial, Inc.
1525 East 53rd Street (Hyde Park Bank) Chicago, IL 60615 Click here for Help & Contact information
Chicago Metropolitan area (Financial / Retirement Planning) William S. Gruca - Urban Financial Group / ReverseIt
4415 W Harrison St. Suite 504, Hillside, IL 60162 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) All America Reverse Mortgage LLC 601 N. Hick Rd. Palatine, Il. 60067 Click here for Contact Information
Indiana
Serving all of Indiana (Financial / Retirement Planning) Kevin Wedmore, Hoosier Senior Solutions / A2Z Annuity Marketing
11805 N. Pennsylvania St. Carmel, IN 46032
Click here for Help & Contact information
Central Indiana, Indianapolis
Stuart E. Lawrence, Long Term Care Specialist,
12589 Sandstone Run, Carmel, Indiana 46033 Click here for Contact information
Northern Indiana: Kokomo, South Bend, & Porter Counties (Financial/Retirement Plan)
Stephen T. Mellinger, CLU, CLF, CSPG - Professional Advisor Network Inc. New Carlisle, Indiana Click here for Help & Contact Information
Serving Southern Indiana (Financial / Retirement Planning)
Dr. Daniel L. Parry, CLU, Parry Financial Group, LLC
2108 Plantside Drive Suite 101, Louisville, KY 40299 Click here for Help & 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 the River Counties of Kentucky (Financial / Retirement Planning)
Dr. Daniel L. Parry, CLU, Parry Financial Group, LLC
2108 Plantside Drive Suite 101, Louisville, KY 40299 Click here for Help & Contact information
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
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
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
Serving Southeast Michigan (Financial / Retirement Planning)
David L. Margraf, ~ Senior Financial Risk Management
Offices in Maumee, Ohio and Estero, Florida Click here for Help & Contact information
Serving Southern Michigan (Financial / Retirement Planning)
Stephen T. Mellinger, CLU, CLF, CSPG - Professional Advisor Network Inc. New Carlisle, Indiana Click here for Help & 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
Serving all of Missouri (Financial & Retirement Planning) Guy Porter & Jeffrey Bremer
MO Regional American Association of Wartime Veterans - www.MOVeteranAid.org 42 Four Seasons Center, Suite 122, Chesterfield, MO 63017 Click for Help & Contact Information
Nevada
Serving all of Nevada (Financial / Retirement Planning) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & Contact Information
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
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 Help & 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
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
Serving all of New York (Financial / Retirement Planning)
Anne R. Moses - Moses & Moses, PC3500 Blue Lake Dr Ste 495, Birmingham, AL 35243 Click for Help & Contact Information
North Carolina
Charlotte Metro Area & all of North Carolina (Financial / Retirement Planning)
Caroline M. Peek, BS, IAR, CLTC, CRFA, CSA - Financial Benefits, 7810 Ballantyne Commons Parkway; Suite 300 Charlotte, NC 28277 Click here for 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
Columbus & Surrounding Communities (Financial / Retirement Planning)
Timothy Jarvis - Jarvis Law Office, LLC 904 N Columbus St Lancaster, OH 43130 Click here for Help & 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, Ohio Click here for Help & 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
Serving the Greater Cincinnati Area (Financial / Retirement Planning)
Dr. Daniel L. Parry, CLU, Parry Financial Group, LLC
2108 Plantside Drive Suite 101, Louisville, KY 40299 Click here for Help & Contact information
Serving Northwest Ohio (Financial / Retirement Planning)
David L. Margraf, ~ Senior Financial Risk Management
Offices in Maumee, Ohio and Estero, Florida Click here for Help & 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
Oklahoma
Oklahoma City and Tulsa Metropolitan areas (Financial / Retirement Planning)
Jerry E. Shiles - Parman & Easterday 13913 Quail Pointe Drive, Suite B, Oklahoma City, OK 73134
Click here for Help & Contact information
Oregon
Serving N.W. Oregon & S.W. Washington (Financial / Retirement Planning) Larry McClanahan, CASL®, CFP®, SecondHalf Planning & Investment
PO Box 3056, Clackamas, OR 97015 Click here for Help & 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 all of Oregon (Financial / Retirement Planning) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & 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
Serving Central Pennsylvania (Financial / Retirement Planning)
Matthew Taylor - Taylor Retirement Services
3113 N. Front St., Harrisburg, PA 17110 Click here for Help & 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
South Carolina
Charleston, Dorchester, Berkeley, & surrounding counties Jerry J Rogers - Rogers Tax Advisory Group (Financial / Retirement Planning)
6650 Rivers Avenue, North Charleston, SC 29406 Click here for Help & More Information
Serving all of South Carolina (Financial / Retirement Planning)
Caroline M. Peek, BS, IAR, CLTC, CRFA, CSA Financial Benefits, 7810 Ballantyne Commons Parkway; Suite 300 Charlotte, NC 28277 Click here for Contact Information
Tennessee
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, Galveston, & surrounding areas in S.E. Texas
John Howell, Strategic Retirement Advisors, LLC 565 S Mason Rd, Ste 411, Katy, TX 77450 Click here for Help & 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
Utah
Ogden Utah & surrounding areas (Financial / Retirement Planning) Ben Rowley, Financial Advisor, Edward Jones Click here for Help & Contact information
2380 Washington Blvd Suite 108
Weber County Center
Ogden, UT 84401
Salt Lake City Utah & surrounding areas (Financial / Retirement Planning) Mike Olsen, Financial Advisor, Edward Jones Click 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,
99 South Wellington Drive Kaysville, UT 84037 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
Serving all of Virginia (Financial / Retirement Planning) Craig MacBean - VA VETS AandA, LLC 1802 Lakecrest Court Richmond, VA 23238 - Contact me at: (804) 741-7890
Washington
Bellevue, Seattle, & the Greater Puget Sound Area
Donald R. Smith, ChFC, Emerald Capital Preservation, Inc
16212 Bothell-Everett Hwy F-271 Mill Creek, WA 98012
Click here for Help & Contact Information Representative registered with and securities and advisory services offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 • (800) 874-6910 Emerald Capital Preservation, Inc. and PlanMember Securities Corporation are independently owned and operated
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, CASL®, CFP®, SecondHalf Planning & Investment
PO Box 3056, Clackamas, OR 97015 Click here for Help & Contact Information
Serving all of Washington (Financial / Retirement Planning) Friends of Veterans, Stephen & Linda Stone 10170 W. Tropicana Ave, #156-440, Las Vegas, NV 89147 Click here for Help & Contact Information
Serving all of Washington (Financial / Retirement Planning) Travis De Renzo - Seniors Reverse Mortgage
2024 Madison Street, #101, Everett, WA 98203 Click for Help & 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 Wisconsin (Financial / Retirement Planning)
Harvey E Lorfeld, The Quixote Grp. P.O. Box 211103 Eagan, Mn. 55121 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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