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The Art and Science of Successful Planning Employee Directory

Financial ServicesFlorida, United States2-10 Employees

The Art and Science of Successful Planning is a small financial services practice focused on planning for seniors and their long-term care needs. Its professionals bring multidisciplinary expertise in health care, law, insurance, and financial planning to craft tailored strategies that address each client's unique circumstances.

Headquartered in Fort Myers, Florida, the firm collaborates with trusted advisors to navigate the complexities of government programs and health care administration that affect aging clients. The team emphasizes credentialed knowledge in financial planning and aims to balance investment risk with return while pursuing clients' stated financial lifestyle objectives. Its client-centered approach ensures that a client's interests take priority when developing strategies.

Find The Art and Science of Successful Planning employees' phone numbers or email addresses

The Art and Science of Successful Planning Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Europe
1

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  • Italy
    1

The Art and Science of Successful Planning's Leadership

  • Stylized image of a person
    T. G.
    President
    Mobile Phone

The Art and Science of Successful Planning Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Arts & Design
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Information Technology

Contact profiles from The Art and Science of Successful Planning

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. G.
    President
    Mobile Phone
    Nov 08, 2025

Frequently Asked Questions

What is The Art and Science of Successful Planning known for?

Minus sign iconPlus sign iconThe Art and Science of Successful Planning was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-239-489-****
. Explore The Art and Science of Successful Planning's company overview page for more information.

What is The Art and Science of Successful Planning's most common email format?

Minus sign iconPlus sign iconThe Art and Science of Successful Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Art and Science of Successful Planning email formats with LeadIQ.

How many employees does The Art and Science of Successful Planning have currently?

Minus sign iconPlus sign iconThe Art and Science of Successful Planning has approximately 7 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are The Art and Science of Successful Planning's key employees and leadership?

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As of August 2026, The Art and Science of Successful Planning's key employees include:

  • President: T. G.

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