Financial Resources/Special Needs

We all do our best to plan for future financial needs: the kids’ college, maybe your daughter’s wedding, definitely retirement! But the lack of consideration for long-term care can upend even the best financial plan. Think about these professionals as you begin your planning process; we’ll work with them to make sure your long-term care program is developed in the appropriate context for your financial and special needs.


Shauna Weikerlein

Joy Cervantes

Business Insurance

Low & Johnson

Financial Advisors

John J. Chichester, Chichester Financial

Kate Seastone, Simplicit Financial

Mike Hughes, Innovative Financial Solutions

Financial/Retirement Planners & Wealth Management

Miller/Russell & Associates LLC

GenSpring Financial

L Roy Papp & Associates

Life/Disability Insurance

Michael Abbate, Caduceus Financial Services LLC

Health Insurance

Benefit Commerce Group

Benefits by Design

Benefit Logic

Marreel Slater Insurance

Your Insurance Solutions, LLC

Special Needs Planning

Bart Stevens Special Needs Planning

Elder Law / Estate Planning Attorneys

Marsha Goodman, Attorney, PLLC

Emily Kile, Kile Law Group, PC

Ilene McCauley, Goldinov & McCauley, PLC

Jennifer Mahoney, Mahoney Law Office

Fennemore Craig, Attorneys

Family Law

Angela Hallier, Hallier & Lawrence PLC