Care Resource Planning Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Care Resource Planning is a small financial services firm based in Coral Springs, Florida, focused on planning for extended-care needs and related resource coordination for seniors and veterans. The practice assists clients in identifying and applying for government benefits, including the aid-and-attendance pension and Medicaid, as well as other programs available to aging veterans and their families. It operates with a team-based model that brings together elder law attorneys, CPAs, homecare providers, and senior-placement specialists to support coordinated planning efforts.

Its primary clients are senior individuals, veterans, and surviving veteran family members seeking guidance on long-term care and benefit access. The company is led by a practitioner who has resided in South Florida for 42 years and has 25 years of experience across financial planning, long-term care insurance, investment advisory, and estate planning. With a small staff and a network of partnering professionals, the firm positions itself as a collaborative resource within the South Florida financial services landscape.

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