SAFE PLANNING

Our Lakewood Ranch, Florida Location

S.A.F.E. Planning has been helping families since its inception in 1998. S.A.F.E. Planning has received recognition nationwide for their expertise in Medicaid Planning. With two locations, our newest office in Lakewood Ranch, Florida and our orginal office in Shreveport, Louisiana, S.A.F.E. Planning, Inc. has been able to become the foremost authority on Medicaid Planning.

Our staff and agents are continuously increasing as we continue to be in demand all across this nation where our expertise and knowledge in Medicaid planning is sought by attorneys, CPAs, health care professionals and financial planners.

The ignorance and misconceptions some professional financial planners are operating under has put many people’s hard earned assets at risk. Typically the average citizen is not informed enough to make the best decisions when dealing with Medicaid, which is often confused with Medicare.

S.A.F.E. Planning gives individuals and groups the solid information needed to make wise decisions and choices to protect what they have earned. We will not only develop a plan of action to get your loved one qualified for Medicaid, we will be your representative to Medicaid. We will develop a plan and handle the entire process including answering all inquiries and redeterminations at no extra cost to you.

We are knowledgeable on such issues as: 

• Retirement Plan Rollovers
• Tax Deferred Annuities
• Estate Tax Reductions
• Avoiding Probate
• Revocable Living Trusts
• Special Needs Trusts
• VA Aid & Attendance

Let Us Go To Work For You!