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S.A.F.E. Planning Employee Directory

Financial ServicesFlorida, United States2-10 Employees

S.A.F.E. Planning is a small financial services firm based in Lakewood Ranch, Florida, focused on estate planning and Medicaid eligibility for long-term care. For more than two decades, it has helped individuals and families navigate the regulatory maze and misinformation around qualifying for nursing home benefits. Its founder and chief executive, Steve Rainey, is described as an authority in Medicaid planning.

Beyond Medicaid planning, the team provides additional services such as retirement plan rollovers, tax-advantaged annuities, estate tax reduction strategies, probate avoidance, revocable living trusts, special needs trusts, and VA Aid and Attendance. The customer base includes individuals and families as well as professionals such as CPAs, attorneys, financial planners, and trust officers who work with seniors.

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

S.A.F.E. Planning Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

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

  • Stylized image of a person
    A. C.
    Office Manager
    Mobile Phone

S.A.F.E. Planning Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other

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

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. C.
    Office Manager
    Mobile Phone
    Jul 08, 2024

Frequently Asked Questions

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

Minus sign iconPlus sign iconS.A.F.E. Planning was founded in 1998 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconS.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?

Minus sign iconPlus sign iconS.A.F.E. Planning has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 2026, S.A.F.E. Planning's key employees include:

  • Office Manager: A. C.

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