S.A.F.E. Planning
Financial Services • 
Lakewood Ranch, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 6800 Professional Parkway W, Lakewood Ranch, FL 34240, US |
| Phone number | +13188693133 |
| Website | |
| NAICS | 52 |
| SIC | 811 |
| Keywords | Annuities, Financial Planning, Estate Planning, Medicaid Eligibility |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at S.A.F.E. Planning
Steve Rainey
Ceo
S.A.F.E. Planning Email Formats
S.A.F.E. Planning uses 1 email format. The most common is {first initial} (e.g., j@safeplanning.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@safeplanning.net | 100% |
About S.A.F.E. Planning
S.A.F.E. Planning is an acronym for Seniors' Asset & Family Estate Planning. We specialize in Estate Planning & Medicaid Eligibility for long-term care. S.A.F.E.'s founder and CEO, Steve Rainey, is considered to be one of the foremost authorities in Mediaid planning in the nation. For over 20 years the company has been successfully guiding its clients through the confusing maze of government regulations and misinformation involved in qualifying for benefits for nursing home care. Steve is frequently asked to teach educational seminars on Medicaid Planning for CPA's, attorneys, financial planners, trust officers and other professionals directly involved in caring for seniors. He knows how to navigate the treacherous waters of the Medicaid system. He provides individuals, families and business professionals the solid information they need to make wise decisions and the choices necessary to protect what they have earned. S.A.F.E. Planning does not only develop a plan of action to qualify an individual for Medicaid for long-term care, they stay on as his/her representative to Medicaid. Other services provided by their team of experts: Retirement Plan Rollovers, Tax Deferred Annuities, Estate Tax Reductions, Avoiding Probate, Revocable Living Trusts, Special Needs Trusts and VA Aid & Attendance.
S.A.F.E. Planning revenue & valuation
| Annual revenue | $18,700,000 |
| Revenue per employee | $3,109,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $59,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
S.A.F.E. Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
S.A.F.E. Planning has never raised funding before.
S.A.F.E. Planning Tech Stack
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Germany
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Frequently asked questions
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