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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Naples Wealth Planning, LLC

I strive to understand the true intent and purpose of a family’s wealth to develop custom financial plans that help my clients achieve financial independence and their desired retirement lifestyle. In my holistic approach, I focus on planning for the new reality of retirement and coaching clients on longevity, healthcare costs, income replacement and social security strategies.


LOCATION INFORMATION CONTACT INFORMATION
1016 Collier Center Way, Suite 201
Naples, FL 34110

Phone: (239) 431-3652

Visit Website
Mackenzie Fluharty
(989) 560-1045
MFluharty@napleswealthplanning.com
 
ORGANIZATION INFORMATION SPEAKER AVAILABILITY
Organization Type: For-Profit

Organization Category(s): Financial & Legal Services, LCA Member Organization

Primary Services/Programs:
  • Longevity & Retirement
  • Social Security
  • Investing
This organization has speakers available for the following topics:

Longevity & Retirement
Social Security
Investing
Caregiver