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Below you will find additional resources to help you find professionals and investigate their standings with the various state and national organizations.
You will also find links to some our of professional partners. Whom ever you decide to work with it is important the professional you choose is the "right" professional for you and your family. |
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Legal
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Attorney
Florida Bar - Elder Law Certified Elder Law Attorney - Find Florida Bar - Estate Planning Find a Certified Attorney (Wills, Trusts and Estates) Are you looking for an Attorney to help with your affairs? |
Professional Guardian
Florida Department of Elder Affairs Information about health and wellness, long-term care, community-based care, projects and publications. Florida State Guardianship Association (FSGA) FSGA is the premier statewide organization promoting and supporting excellence in the practice of guardianship and is the voice advocating for the incapacitated and their guardians. Guardian Association of Pinellas County |
Financial |
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Certified Financial Planner ®
CFP Board to Consumers: Ask for CFP® Certification, the “Highest Standard” for Financial Planning Advice Public Awareness Campaign Stresses Importance of CFP® Certification in Identifying Qualified Financial Advisers FINRA BrokerCheck® - Research Brokers, Brokerage Firms, Investment Adviser Representatives & Investment Adviser Firms BrokerCheck is a free tool to help investors research the professional backgrounds of brokerage firms and brokers currently or formerly registered with FINRA or a national securities exchange, as well as current or former investment adviser firms and representatives.Understanding Professional Designations Use this tool to decode the letters that sometimes follow a financial professional’s name. You can also see whether the issuing organization requires continuing education, takes complaints or has a way for you to confirm who holds the credential. Certified Public Accountant (CPA) American Institute of Certified Public Accountants (AICPA) - Find a CPA Are you looking for a CPA firm that has distinguished itself by becoming a member of one of the AICPA's firm-based centers? Do you need a CPA who is a PFS, a CFF, an ABV or a CITP? Here's help to find the guidance you need. American Institute of Certified Public Accountants - Financial Literacy The financial literacy efforts of the CPA profession and combine grassroots financial literacy efforts with free resources for the public and tools that CPAs can use at a local level to volunteer to educate Americans of all ages on financial topics. Florida Institute of Certified Public Accountants (FICPA) The Florida Institute of Certified Public Accountants serves as the association for all CPAs certified in the state of Florida. FICPA - Resources |
Daily Money Manager
American Association of Daily Money Managers AADMM is a national membership organization representing individuals and businesses in the growing profession of daily money management. Find an AADMM member The American Association of Daily Money Managers can help you find a DMM in your area. Jennifer Shulman - Let's Get Started Financial Adviser FINRA BrokerCheck® - Research Brokers, Brokerage Firms, Investment Adviser Representatives & Investment Adviser Firms BrokerCheck is a free tool to help investors research the professional backgrounds of brokerage firms and brokers currently or formerly registered with FINRA or a national securities exchange, as well as current or former investment adviser firms and representatives.Understanding Professional Designations Use this tool to decode the letters that sometimes follow a financial professional’s name. You can also see whether the issuing organization requires continuing education, takes complaints or has a way for you to confirm who holds the credential. 10 Questions To Ask When Choosing A Financial Adviser - Who we choose as our financial adviser has a great influence on our satisfaction satisfaction. Here's how to find one that best suits your needs. Insurance Agent National Association of Insurance Commissioners (NAIC) Licensing – Make sure the agent and the company they are writing your policy with are licensed in your state. You can check company licensing information on the NAIC Consumer Information Source (CIS) web page (https://eapps.naic.org/cis/) or by calling your state insurance department. Find their contact details here: http://map.naic.org. |
Health Care |
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Professional Geriatric Care Managers
National Association of Professional Geriatric Care Managers
NAPGCM is a non-profit professional development organization whose mission is to advance professional geriatric care management through education, collaboration, and leadership.
Home Health Care Services
Home Care Association of America
The Home Care Association of America (HCAOA) is the nation's first association for providers of private duty home care, which includes non-medical home care services.
Private Duty Homecare Association
The Private Duty Homecare Association (PDHCA) was established by the National Association for Home Care & Hospice (NAHC). It is a trade association of home care providers dedicated to helping the ill and disabled remain in their own homes.
Type of Home Health Care:
National Association of Professional Geriatric Care Managers
NAPGCM is a non-profit professional development organization whose mission is to advance professional geriatric care management through education, collaboration, and leadership.
Home Health Care Services
Home Care Association of America
The Home Care Association of America (HCAOA) is the nation's first association for providers of private duty home care, which includes non-medical home care services.
Private Duty Homecare Association
The Private Duty Homecare Association (PDHCA) was established by the National Association for Home Care & Hospice (NAHC). It is a trade association of home care providers dedicated to helping the ill and disabled remain in their own homes.
Type of Home Health Care:
- Non Medical Home Care - provides assistance with daily activities.
- Skilled Home Care - provides assistance with medical and related activities.
- Travel Care - provides assistance that travels with you.
- Care Management - provides assistance with care, coordination of services and communication to family
Transitional
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Senior Mover Managers
National Association of Senior Move Managers
The National Association of Senior Move Managers (NASMM) is the leading membership organization for Senior Move Managers and, as such, is the best place for you to find one.
Find A Senior Move Manager
National Association of Senior Move Managers Guide
Real Estate Agents
Seniors Real Estate Specialists® or SRES® designees are REALTORS®
SRES® Porfessionals have the necessary knowledge and expertise to counsel clients age 50+ through major financial and lifestyle transitions in relocating, refinancing, or selling the family home.
National Association of Senior Move Managers
The National Association of Senior Move Managers (NASMM) is the leading membership organization for Senior Move Managers and, as such, is the best place for you to find one.
Find A Senior Move Manager
National Association of Senior Move Managers Guide
Real Estate Agents
Seniors Real Estate Specialists® or SRES® designees are REALTORS®
SRES® Porfessionals have the necessary knowledge and expertise to counsel clients age 50+ through major financial and lifestyle transitions in relocating, refinancing, or selling the family home.
