Consistent with our Mission, we have compiled a comprehensive and growing list of resources for Seniors and Caregivers. Many of the resources listed below are federal and regional; however, we strive to identify and provide resources that are local to help you find the answers to your questions and information you need. Local Resources reflects local providers and agencies committed to helping seniors and caregivers, specific to Collier County and Southwest Florida.

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The Art and Science of Successful Planning

Holistic comprehensive finical planning practice devoted to seniors. In addition to traditional, risk management, estate planning, asset management and insurances; as a value add to our clients we offer public benefit consulting; providing hands on guidance to assist them through the maze of bureaucracy within the systems of Medicaid.

3949 Evans Ave Unit 300
Naples, FL 34109

Phone: (239) 489-0084 Fax: (239) 489-0965

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Tyler G. Harrelson
(239) 489-0084

Tiffany LeClerc
(239) 489-0084
Organization Type: For-Profit

Primary Services/Programs:
  • Estate Planning
  • Public Benefit Planning
  • Long-Term Care Planning
This organization has speakers available for the following topics:

One of my favorite pastimes is guest speaking. I cover a variety of senior and elder care topics. My lectures cover a wide spectrum of needs that can be specific in nature. They are all designed to simply families lives.