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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  
480-782-1630 Click here for More information
  Maricopa, Pinal, and Yavapai Counties   (Financial / Retirement Planning)
Marjanna H Peyton, CSA Reverse Mortgages of the Southwest
   
3254 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
Arkansas
  Serving all of Arkansas (Financial & Retirement Planning)  
Margaret Healy, Covenant Senior Advisors
Email: peggy@covenantsenioradvisors.com
650 Edgewood Drive, Suit 100 Maumelle, Ar 72133  501-851-4711
Click here for 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, Sonoma Counties & all of California   (Financial / Retirement Planning)  
Debbie Santos, D. A. Santos and Associates, LLC
P.O. Box 6109 Napa, CA 94581      
Click here for Help, Information and to Contact Debbie
  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 80014        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
  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 Services 212-831-7530
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 33431   Click 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. 92675    Click 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 80014
        Click 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 80014        Click here for Contact Information
  Central Indiana, Indianapolis Stuart E. Lawrence, Long Term Care Specialist, 12589 Sandstone Run, Carmel, Indiana 46033    Click 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, KY       Click 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 18104    Click 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 89102  Click 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 Services 212-831-7530
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 Services 212-831-7530
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 97015   Click 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 18104    Click 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 Tennessee    Click 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 Jones  Click 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 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,
3385 Harrison Blvd. #1, Ogden, UT 84403       
 Click here for Contact information
Virginia
  City of Alexandria, Fairfax City, Fairfax, Loudoun, Arlington & Prince William Counties      Dale M Shaffer, Asset Preservation      (Financial / Retirement Planning)   6907 Valley Brook Drive, Falls Church, VA. 22042        Click 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 23462
 Contact: 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 97015   Click 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 80014        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
  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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