S.A.F.E. Planning

www.safeplanning.net

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.

Read more

Reach decision makers at S.A.F.E. Planning

Lusha Magic

Free credit every month!

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.

Read more
icon

Country

icon

State

Florida

icon

Employees

1-10

icon

Founded

1998

icon

Estimated Revenue

$1,000,000 to $5,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Problem Solver

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(36)

Reach decision makers at S.A.F.E. Planning

Free credits every month!

My account

Sign up now to uncover all the contact details