Contact Us
Call us today, or use the quick form below to email us. We can help!
(Please leave an email address so we can reply to you.)
800-547-9111
Glenn Scott: glenn@sprllc.net
Dave Henderson: dave@sprllc.net
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At Senior Planning Resources, LLC., we help clients throughout the entire State of Florida with Elder Law needs.
We can assist with:
- IRAs & 401Ks, growth and high income, RMD options, ROTH IRA conversions Income Planning (guaranteed safe lifetime)
- Social Security option calculation and planning Medicare and RX plans (supplements)
- Health care preplanning or crisis planning
- Financial Education workshops (SOFA) with employer, community or church, Health and Wellness education workshops
- Long Term Care expense protection, Medicaid qualification and application, Veteran Aid and Attendance (housebound)
- Estate Planning- beneficiary review, probate avoidance
- Asset protection (law suits, risk, divorce)
- Trust services and management
- Charitable planning strategies
- Attorney consultation (30 minutes no charge), update documents
- Tax planning and preparation
- CPA/EA second opinion on taxes, individual and business
- RIA (Registered Investment Advisor) portfolio review and opinion, no charge
and more...
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