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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 a core area of expertise, 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.

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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Say no to a nursing home, and yes to staying at home.

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As featured iN

Tampa Bay Times




can receive up to $26,000 TAX-FREE!


APPROACHING $7,000 Monthly!7

Someone turning 65 today has almost a 70% chance of needing long-term care at some point in their lives.6

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.

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

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What is Your Plan for Care?

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

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

*These testimonials may not be representative of the experience of other financial professionals and is no guarantee of future success. These testimonials were not paid for.