S.A.F.E. Planning Employee Directory

Q: What is S.A.F.E. Planning known for?

S.A.F.E. Planning was founded in 1998. S.A.F.E. Planning operates in the Financial Services industry.

Q: How many employees does S.A.F.E. Planning have currently?

S.A.F.E. Planning has approximately 6 employees.

Q: Who are S.A.F.E. Planning's key employees and leadership?

S.A.F.E. Planning's key employees include: Ceo: S. R..

Financial ServicesUnited States2-10 Employees

S.A.F.E. Planning is an acronym for Seniors' Asset & Family Estate Planning.  We specialize in Estate Planning & Medicaid Eligibility for long-term care.

S.A.F.E.'s founder and CEO, Steve Rainey, is considered to be one of the foremost authorities in Mediaid planning in the nation.  For over 20 years the company has been successfully guiding its clients through the confusing maze of government regulations and misinformation involved in qualifying for benefits for nursing home care.

Steve is frequently asked to teach educational seminars on Medicaid Planning for CPA's, attorneys, financial planners, trust officers and other professionals directly involved in caring for seniors.  He knows how to navigate the treacherous waters of the Medicaid system.  He provides individuals, families and business professionals the solid information they need to make wise decisions and the choices necessary to protect what they have earned.

S.A.F.E. Planning does not only develop a plan of action to qualify an individual for Medicaid for long-term care, they stay on as his/her representative to Medicaid.

Other services provided by their team of experts:  Retirement Plan Rollovers, Tax Deferred Annuities, Estate Tax Reductions, Avoiding Probate, Revocable Living Trusts, Special Needs Trusts and VA Aid & Attendance.

Find S.A.F.E. Planning employees' phone numbers or email addresses

S.A.F.E. Planning Global Highlights

North America
3

United States Of America
3

S.A.F.E. Planning's Leadership

S. R.
Ceo
Mobile Phone
Email
A. C.
Office Manager
Mobile Phone
Email
R. C.
Problem Solver
Mobile Phone
Email

Contact profiles from S.A.F.E. Planning

Name

Title

Contact Info

Location

Last Update

S. R.
Ceo
Mobile Phone
Email
United StatesFlorida
Sep 11, 2025
A. C.
Office Manager
Mobile Phone
Email
Jul 08, 2024
R. C.
Problem Solver
Mobile Phone
Email
United StatesLouisiana
Nov 11, 2025

Frequently Asked Questions

What is S.A.F.E. Planning known for?

S.A.F.E. Planning was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 6800 Professional Parkway W, Lakewood Ranch, FL 34240, US; you can contact the main corporate office by phone at

+1-318-869-****

. Explore S.A.F.E. Planning's company overview page for more information.

What is S.A.F.E. Planning's most common email format?

S.A.F.E. Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more S.A.F.E. Planning email formats with LeadIQ.

How many employees does S.A.F.E. Planning have currently?

S.A.F.E. Planning has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are S.A.F.E. Planning's key employees and leadership?

As of December 2025, S.A.F.E. Planning's key employees include:

Ceo: S. R.
Office Manager: A. C.
Problem Solver: R. C.

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