FINANCIAL PLANNING | ESTATE PLANNING | VETERANS BENEFITS | INVESTMENT ADVISORY

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Life is a wonderful journey.

Better prepare for what's ahead.

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VA ACCREDITATION

HELPING VETERANS

CARE RESOURCE PLANNING | 7401 WILES ROAD, SUITE 251 | CORAL SPRINGS, FL 33067 | 954-346-2234

Investment Advisory Services offered through Virtue Capital Management, LLC; An SEC registered investment advisor. Virtue Capital Management is independent of Care Resource Planning. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

About Care Resource and our goals with you.

Our Principles and Mission

Care Resource Planning was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.

 

Our Commitment to Our Clients

Care Resource Planning is a senior care financial planning firm specializing in helping people plan for, as well as protect their assets from unnecessary spend down when a long term care issue is facing a family, and retirement assets need to be spent. We help by providing assistance with applications for government benefits for long term care issues such as Veterans Administration Aide and Attendance which can provide up to $2,120 per month to a Veteran and spouse, as well as up to $1,149 per month to a widowed spouse of a Veteran. If a skilled nursing event is needed, we help plan for Medicaid, helping families to avoid “asset spend down” as well as helping protect their home and other assets from Medicaid recapture and liens.

 

Our Principles Set the Standard for Success

At Care Resource Planning, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future.  We use a “team approach” to the planning process, working with other professionals such as Elder Law Attorneys, CPA’s, and Homecare and Placement Specialists. We will provide you with personalized advice and solutions for your financial, legal, and care support needs through analyzing income, insurance, assets, veteran’s benefits, and much more.

www.careplanningcltc.com | 954-346-2234

© COPYRIGHT 2015-17. ALL RIGHTS RESERVED. UNAUTHORIZED USE OF CONTENT IS PROHIBITED

Planning for retirement, families and veterans.

Whether your investment needs include paying for college, protecting assets, saving for retirement, or making the most of your money, the investment world is a complex place.  Our mission is to help you navigate through this financial field by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape.  Together, we will develop a total and personalized financial management approach to your investment and retirement needs. Call us today to get started on your road to success.

Your financial freedom starts here.

RETIREMENT

FAMILIES

VETERANS

CONTACT US

www.careplanningcltc.com | 954-346-2234

© COPYRIGHT 2015-17. ALL RIGHTS RESERVED. UNAUTHORIZED USE OF CONTENT IS PROHIBITED

Investment Advisory Services offered through Virtue Capital Management, LLC; An SEC registered investment advisor. Virtue Capital Management is independent of Care Resource Planning. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

Meet our team of professionals at Care Resource.

Dan Miller, President

Dan Miller is President and CEO of Miller Financial Group and a 47 year resident of south Florida, serving in the financial planning, long term care insurance, investment advisory, and estate planning arena for the past 26 years. Dan's goal is to educate clients as they discover their financial options for reaching their specific objectives.  His approach is quietly confident, instilling a sense of assurance and reciprocity among clients and peers alike.  Clients appreciate Dan's for his trustworthiness and his dynamic problem solving nature, counting his successes only when he’s achieved successes for his clients. His experience is unsurpassed thanks to his VA Accreditation.

 

- Accredited Veterans Administration Claims Agent

- Certified Medicaid Planner (C.M.P.)

- Certified in Long Term Care Planning (C.L.T.C.)

- Licensed Investment Advisor (I.A.R.)

- Licensed Florida Insurance Agent

 

Melissa Goldstein, VP of Operations

Melissa is the Vice President of Operations at Care Resource Planning and is a licensed Florida Insurance Agent.  She is in charge of the day to day operations at the firm while assisting Dan in helping seniors and retirees achieve their long term goals.

 

 

www.careplanningcltc.com | 954-346-2234

© COPYRIGHT 2015-17. ALL RIGHTS RESERVED. UNAUTHORIZED USE OF CONTENT IS PROHIBITED

Investment Advisory Services offered through Virtue Capital Management, LLC; An SEC registered investment advisor. Virtue Capital Management is independent of Care Resource Planning. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

All the right services to get the job done.

Care Resource Planning was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement.

Accredited VA Claims Agent

Accreditation is the authority granted by the Department of Veterans Affairs to an individual who represents veterans with claims for benefits and for any issues associated with those issues. Accreditation is essentially a federal license for assisting veterans with their benefits. No individual can assist veterans on a regular basis without being authorized by the Veterans Administration to provide this assistance. Beware of non-accredited agents trying to represent you; they are in violation of federal law. Be sure the Claims Agent you choose to represent you can be found on the Department of Veterans Affairs Accreditation list. As well as being having an Accredited VA Claims Agent, we utilize an Accredited Agents Compliance Program for Home Care Agencies and Assisted Living Facilities. This program educates the facilities that it is against federal law to work with a non-accredited claims agent.

An investment advisor is an individual or a firm that is in the business of giving advice about financial planning to clients. Most financial planners are investment advisors, but not all investment advisors are financial planners. Some financial planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or financial plan for meeting all your financial goals.

 

Others call themselves financial planners, but they may only be able to recommend that you invest in a narrow range of products, and sometimes products that aren’t securities. We are both financial planners as well as investment advisors making us able to provide you with the most complete financial solutions and the most extensive product options.

Complete List of Services

Social Security Planning Retirement Planning Insurance Planning

Wealth Transfer Strategies College Planning Charitable Giving IRAs

Annuities (Variable, Fixed, Indexed) Mutual Funds Investment Products (401k, REITs, etc)

Personal Life Insurance Business Insurance Planning Disability Income Insurance

Long Term Care Insurance Employment Retirement Rollovers

CONTACT US

www.careplanningcltc.com | 954-346-2234

© COPYRIGHT 2015-17. ALL RIGHTS RESERVED. UNAUTHORIZED USE OF CONTENT IS PROHIBITED

Investment Advisory Services offered through Virtue Capital Management, LLC; An SEC registered investment advisor. Virtue Capital Management is independent of Care Resource Planning. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

We are here to serve you 24/7/365.

Contact us here anytime.

Contact us here anytime or feel free to gives us a call. We look forward to getting to know you and help you advance your practice with proven methods and ideas now and into your financial future.

www.careplanningcltc.com | 954-346-2234

© COPYRIGHT 2015-17. ALL RIGHTS RESERVED. UNAUTHORIZED USE OF CONTENT IS PROHIBITED

Investment Advisory Services offered through Virtue Capital Management, LLC; An SEC registered investment advisor. Virtue Capital Management is independent of Care Resource Planning. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.