Theresa O. Heckman - Senior Client Adviser & Vice President
With over twenty years experience, Terri brings not only a wealth of knowledge, but practical experience and compassion to her 'life's calling'. With a background in accounting (BA in Accounting Lycoming College 1982), Terri has a strong 'technical base'. However, it is her interpersonal skills learned from being a mother, a sister in a family of eight, and a caregiver to her own mother, that makes Terri highly compassionate in the work that she does for her clients. Terri is a FL licensed insurance agent and is currently working on Series 65 Investment Adviser affiliate.
Todd D. Heckman CLU, ChfC, CFP, AEP, - President & Chief Planner
With over 30 years experience, Todd brings his highly technical planning expertise to solving the challenges of identifying financial resources available to a client and evaluating with most cost efficient way of accessing those resources to provide for a clients care. Todd is a Graduate of Tufts University , Cum Laude, and has his Masters Degree in Financial Services from the American College. He is also a Certified Financial Planning Practitionertm and VA Accredited Claims Agent. Todd is a FL licensed insurance agent and a FL Registered Investment Adviser affiliate. His company, Estate Planning Advisors Inc. is a FL Registered Investment Advisory firm. A copy of the Firm Disclosure Brochure is available upon request.
As Eldercare Financial Planners, we assist people in identifying the various Financial Resources that can be utilized to assist in the payment of Long Term or Chronic Healthcare. Most financial planning is broadly oriented towards the accumulation, protection, and distribution of assets with an emphasis on retirement as the goal.
Elder Care Financial Planning takes the recognized tenets of financial planning principles and applies them specifically to the matter of paying for long-term care and related financial issues. In other words, like in the movie "Jerry McGuire", we can "Show you the Money" !
Life Resource Planners of the Treasure Coast 1717 Indian River Blvd. Suite 301 Vero Beach, FL 32960 (772)567-7970 ext. 101
Call Us 772-567-7970 ext. 106