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Long-term care planning Tampa, FL Key Planning Partners

Someone turning 65 today has almost a 70% chance of needing long-term care at some point in their lives.1

You have dedicated a lot of time and resources into planning for retirement. Unfortunately, most people do not take the extra step in planning to address the need for long-term care. Having a plan in place now can help minimize the burden of long-term care on those closest to you. For example, the average cost of a Medicare-certified nursing home private room in Florida is $112,6392 per year.

What is Your Plan for Care?

When it comes to long-term care, it’s almost never too early to start planning.

Who We Are

Our Mission Statement

We specialize in strategic planning strategies to provide the most tax efficient and cost-effective way to address your loved one’s long-term care needs while maintaining control and protecting your family’s retirement lifestyle and legacy.


Our Team

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Matt Wichman

President
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Matt Wichman

President

Matt brings more than 24 years of experience to Key Planning Partners from all levels of the insurance industry.

Matt graduated from the University of Florida in 1988 with a Bachelor of Science in Business Finance and was also on the Florida Gators Football Team. He began his work in the insurance industry as a career agent with MetLife. In 1994, he joined John Alden/NorthStar Marketing as Life Brokerage Manager of the southeast region. Matt is a licensed life and health agent in the state of Florida, a member of National Brokerage Agencies, the National Association of Independent Life Brokerage Agencies, and Tampa Association of Insurance and Financial Advisors, and has served on several committees. Matt and his wife, Julie, live in South Tampa with their two children, Max and Julia.

Marie King Colbert, CFP®, CLTC® Photo

Marie King Colbert, CFP®, CLTC®

Long-Term Care Planning Specialist
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Marie King Colbert, CFP®, CLTC®

Long-Term Care Planning Specialist

Marie graduated with Bachelor of Science degrees in Finance and Marketing from the University of Florida. After graduation Marie continued her professional development by becoming a Board Certified Financial Planner and Certified Long-Term Care professional.

She began her career in the financial services industry as an independent insurance agent with Northwestern Mutual. She soon transitioned into insurance brokerage, joining MRW Financial as Brokerage Manager and then Long-Term Care Planning Specialist with Key Planning Partners. Marie is certified and specializes in developing planning solutions to assist families with the rising cost of long-term care, as well as allowing families to maintain control of their care settings while protecting your family’s lifestyle and legacy. She is passionate about developing planning solutions that will allow her clients to remain in their own homes as long as possible. Marie is a 13 year financial services veteran who frequently presents seminars concerning VA Aid & Attendance benefits and Medicaid benefits and helps clients develop tax efficient plans to fund long-term care expenses.

The best-selling author of Tax-Free Money for Long Term Care, Marie is a licensed life and health agent in the state of Florida. Marie and her husband Patton live in South Tampa with their son Hal.

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Tom Vassallo

Long-Term Care Planning Specialist
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Tom Vassallo

Long-Term Care Planning Specialist

Tom brings over 30 years of long-term care experience to Key Planning Partners. Tom’s previous experience includes Sun Insurance Marketing Network, where he supported over 30,000 advisors for long term care and was nationally recognized as a long-term care expert. With Tom’s vast experience in long-term care, he will be a great asset in helping you and your family develop a plan to address your long-term care needs.

Tom lives in Sarasota with his wife Cassie where they have raised three sons. Their oldest, Tommy, is a senior at Colorado State University Pueblo and is a captain of the lacrosse team. Their middle son, Robby, is a freshman playing baseball at the University of South Carolina Salkehatchie. Their youngest son, Michael, is in the sixth grade and keeps them very busy.

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Meredith Allen

Client Liaison
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Meredith Allen

Client Liaison

Meredith graduated with a bachelor’s degree in Sociology from Auburn University in 2004. She comes to us with experience working in long term care, as a Long Term Care Coordinator in managed Medicaid, where she assisted clients with gaining access to needed services through coordination and integration of medical and long term care services. She has hands on experience working with clients who have utilized long term care services and the need to plan.

As our Client Liaison, Meredith will help insure you have a great experience with Key Planning Partners throughout the planning process. Meredith will be responsible for all client scheduling, communication and, once accepted by our clients, assist with the planning follow-up to ensure all plans are fully implemented once approved. Meredith is from Port St. Joe, FL and moved to the Tampa area in 2013, residing in Palm Harbor with her 3 children- Kyleigh, Kelsey and Karter.

Services

Your Plan is Key.


At Key Planning Partners, our mission is to help you figure out what’s best for you so you can make an informed choice. Long-term care planning is all we do, so we do it well. We’re independent – we represent you, not the insurance companies.

While many people may think of long-term care as a “nursing home,” planning can address much more, including home care. Long-term care is also NOT covered by health insurance, government healthcare programs, Medicare or Medicare Supplement plans. Making a tax-efficient, cost-effective plan to address long-term care is key to maintaining control while protecting your retirement lifestyle and legacy.

Your Plan is Key Tampa, FL Key Planning Partners


Developing a cost-effective plan Tampa, FL Key Planning Partners

We work with our clients to help develop the most tax-efficient and cost-effective plan possible to fund a family’s need for long-term care while maintaining control of that care for their loved ones. Whether you are young and healthy, or currently require extended health care, we can help you develop a plan to meet your needs.

No one can predict if they will have a need for long-term care, so the best way to deal with the uncertainty is simply plan for it.


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Tax-Free Money for Long-Term care book Tampa, FL Key Planning Partners

Testimonials

Here’s what our client family has to say about the role Key Planning Partners has played in their lives.

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