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council members providing Medicare / Long Term Care Insurance, Annuities or Investments |
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Council members serve many areas in Ohio. Click on the area links to the right, the map above, or scroll down to find help in your area. |
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Cincinnati Area: Butler, Clermont, Clinton, Hamilton and Warren Counties
Dayton Area: Champaign, Clark, Darke, Greene, Logan, Miami, Montgomery, Preble and Shelby Counties
Lima Area: Allen, Auglaize, Hancock, Hardin, Mercer, Putnam and Van Wert Counties
Toledo Area: Defiance, Erie, Fulton, Henry, Lucas, Ottawa, Paulding, Sandusky, Williams, and Wood Counties
Columbus Area: Delaware, Fairfield, Fayette, Franklin, Licking, Madison, Pickaway and Union Counties
Akron Area: Portage, Stark, Summit and Wayne Counties
Cleveland Area: Cuyahoga, Geauga, Lake, Lorain, Medina, and Ashtabula Counties
Youngstown Area: Columbiana, Mahoning and Trumbull Counties
Southeastern Ohio: Muskingum, Perry, Morgan, Guernsey, Coshocton, Noble, Belmont, Monroe, Washington, Athens, Hocking, Meigs, Vinton, Gallia Counties
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Medicare / Long Term Care Insurance, Annuities, Investments about these services |
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Cincinnati Area: |
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Mature Strategies, LLC - Charles Locy
We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include: Estate Planning / End-of-Life Advice, Medicaid Planning, Medicare Supplement, Advantage & Drug, and Veterans Benefits. You can reach me at (513) 509-0527
About Mature Strategies, LLC | Contact Charles Locy for Help & Information |
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Choice Mutual - Serving all of Ohio
Choice Mutual is an independent agency that specializes in burial and final expense insurance. We have access to many highly rated insurance companies, so we can find you which one will offer you the best deal. We have no special affiliation with any particular insurer. YOU our our objective, and we will work hard to make sure you pay the least amount for your policy. You can reach us toll free at (800) 644-2926
About Choice Mutual | Contact Choice Mutual for Help and Information |
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Dayton Area: |
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We can provide you contact with various elder care services in the Dayton Area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the Ohio Care Planning Council by clicking on the link below.
Click here to Request Assistance from the Ohio Care Planning Council |
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Lima Area: |
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We can provide you contact with various elder care services in the Lima Area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the Ohio Care Planning Council by clicking on the link below.
Click here to Request Assistance from the Ohio Care Planning Council |
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Toledo Area: |
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We can provide you contact with various elder care services in the Toledo Area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the Ohio Care Planning Council by clicking on the link below.
Click here to Request Assistance from the Ohio Care Planning Council |
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Columbus Area: |
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Steadfast Insurance - Kelly Augspurger, CLTC®
Kelly Augspurger is a Certified Long-Term Care Insurance Specialist. She helps families and businesses put insurance plans in place to mitigate the financial, physical, mental, and emotional consequences from long-term care situations. She presents all viable options in order to provide meaningful protection and peace of mind!
You can reach Kelly at (614) 333-8888
About Steadfast Insurance | Contact Kelly Augspurger for Help & Information |
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Square Peg Financial Advisory Services - Alan Ray, CFP®
Alan Ray is a CERTIFIED FINANCIAL PLANNER® professional and has been in the financial services industry over 20 years. In addition to working with clients of many types, his experience includes eight years as the home office financial planning service provider for the Nationwide® exclusive agency network. Alan is a registered investment advisor representative and licensed insurance agent for life, health, accident and variable contracts. Alan's financial advice and financial plans are provided from his position as a fiduciary. He abides by codes of conduct of the CFP Board and falls under the supervision of his registered investment advisor firm. You can reach him at (614) 507-7710
About Square Peg Financial Advisory Services | Contact Alan Ray, CFP® for Help & Information |
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Medicare Resource Center - Linda Bee
I am a licensed Insurance Agent specializing in Medicare. Your one stop Medicare shop for questions, applying for Medicare, and enrollment. I have been working in Medicare for 4 years helping clients make an educated choice for their healthcare. I grew up in Columbus, graduated from Westerville South High School. I lived in Cincinnati for 23 years, and am now back home in Columbus.
You can reach me at (614) 943-9176
About Medicare Resource Center | Contact Linda Bee for Help & Information |
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Akron Area: |
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Robert Hall - Affinity Advisory Network
Affinity Advisory Network is a referral partner company and local estate planning firm that comes highly recommended not only by its clients but also industry leading professionals, web sites and eldercare organizations. Robert Hall, it's President and founder had a vision to create a full service health and financial wellness facilitator with an emphasis on education for elder living. The company has many divisions with licensed financial and law professionals in every field of estate planning. It offers no cost no obligation consultations on LTC Planning, Insurance Investments, Elder Law, Medicaid Planning, Estate Preservation, Tax Planning and Home Healthcare services.
Contact: (330) 956-8586
About Robert Hall | Affinity Advisory Network |
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SFS Associates - Ted Ratliff
As Independent agents, we work for you not the Insurance Company. We represent many fine companies in order to help you find the insurance plans that best meet your need and circumstances. Whether you are confused about your Medicare Health Plan options, planning for your Final Expenses, or planning for your Long Term Care needs, we can help. We offer most of the major Medicare Advantage and Prescription Drug Plans as well as Medicare Supplements from almost all the major companies. We also offer most of the Final Expense plans that are available as well as Funeral Trusts allowing you to prepay your funeral and protect your assets. In addition we also offer Dental, Vision Hearing plans, Critical Illness and Cancer Plans, and supplemental plan designed to pay your Medicare Advantage co-pays and deductibles. We also offer a full line of Life, Health and Annuity products. We are truly a one stop shop for all of your insurance needs. You can reach me toll free at (877) 546-7441
About SFS Associates | Contact Ted Ratliff for Help & Information |
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The Milestone Center for Retirement & Estate Planning LLC - Dee Siegferth
Since 2004 we have helped our clients avoid unnecessary risk with their retirement assets. We will help you to protect your hard-earned retirement assets in today's market and focus on providing you with the income you need, with potential income tax saving advantages. We will look ahead to help protect you from the unexpected. Our goal is for you to not worry about your money, so that you can enjoy your retirement years. You can reach us at (330) 644-0284
About the Milestone Center | Contact Dee Siegferth for Help & Information |
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Cleveland Area: |
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Robert Hall - Affinity Advisory Network
Affinity Advisory Network is a referral partner company and local estate planning firm that comes highly recommended not only by its clients but also industry leading professionals, web sites and eldercare organizations. Robert Hall, it's President and founder had a vision to create a full service health and financial wellness facilitator with an emphasis on education for elder living. The company has many divisions with licensed financial and law professionals in every field of estate planning. It offers no cost no obligation consultations on LTC Planning, Insurance Investments, Elder Law, Medicaid Planning, Estate Preservation, Tax Planning and Home Healthcare services.
Contact: (330) 956-8586
About Robert Hall | Affinity Advisory Network |
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Nicole E Brewer & Crew - Nicole Brewer, ChFEBC(sm)
Holistic insurance and financial planning for individuals, families and small businesses. Let us help you navigate to a better life. Maximize current & Retirement income portfolio and how to protect if from the What if's of life, maximizing wealth transfer while minimizing taxes and the difficulties while creating a legacy Long term care, home health care and post-hospital care planning protecting family when the unexpected happens.
You can reach us at: (440) 709-4903
About Nicole E Brewer & Crew | Contact Nicole Brewer for Help & Information |
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The Milestone Center for Retirement & Estate Planning LLC - Dee Siegferth
Since 2004 we have helped our clients avoid unnecessary risk with their retirement assets. We will help you to protect your hard-earned retirement assets in today's market and focus on providing you with the income you need, with potential income tax saving advantages. We will look ahead to help protect you from the unexpected. Our goal is for you to not worry about your money, so that you can enjoy your retirement years. You can reach us at (330) 644-0284
About the Milestone Center | Contact Dee Siegferth for Help & Information |
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Youngstown Area: |
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FOREST GREEN FINANCIAL DAVID A LaRUE, JD, CLTC
If you are financially successful, you have one GIGANTIC HOLE in your plan for retirement, and for making sure those you love and value, who depend upon you, can handle the consequences of you needing extended care-- if you have not created a specific plan to address this possibility in your overall plan. I have worked with individuals and their families, as well as their trusted advisor attorneys, investment counselors and accountants, for over twenty years. I bring up this issue because it is vital to address even if quite unpleasant to face.
You can contact us at (740) 264-4285
About FOREST GREEN FINANCIAL | Contact DAVID A LaRUE, JD, CLTC for Help & Information |
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The Milestone Center for Retirement & Estate Planning LLC - Dee Siegferth
Since 2004 we have helped our clients avoid unnecessary risk with their retirement assets. We will help you to protect your hard-earned retirement assets in today's market and focus on providing you with the income you need, with potential income tax saving advantages. We will look ahead to help protect you from the unexpected. Our goal is for you to not worry about your money, so that you can enjoy your retirement years. You can reach us at (330) 644-0284
About the Milestone Center | Contact Dee Siegferth for Help & Information |
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Southeastern Ohio: |
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FOREST GREEN FINANCIAL DAVID A LaRUE, JD, CLTC
If you are financially successful, you have one GIGANTIC HOLE in your plan for retirement, and for making sure those you love and value, who depend upon you, can handle the consequences of you needing extended care-- if you have not created a specific plan to address this possibility in your overall plan. I have worked with individuals and their families, as well as their trusted advisor attorneys, investment counselors and accountants, for over twenty years. I bring up this issue because it is vital to address even if quite unpleasant to face.
You can contact us at (740) 264-4285
About FOREST GREEN FINANCIAL | Contact DAVID A LaRUE, JD, CLTC for Help & Information |
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