www.ASofSP.com

Company Name
www.ASofSP.com
Visit Website
Phone Number
+1 (239) 489-0084
Location
3949 Evans Ave
Unit 300
Fort Myers, Florida, 33901
United States

About

Tyler G. Harrelson, CES, CLTC, CFS is a (RIA) Registered Investment Advisor, and is therefore a fiduciary practitioner. His career started in the early nineties and is a 3rd generation SWFL local.  His practice spans multiple decades with practice focuses for seniors 65+, contractors and tradesmen, and medical professionals.  He holds three professional financial services certifications in (estate planning, long-term care planning, and asset management) as well as an undergraduate degree in Risk Management and Insurance.  

Specialties (Senior Markets): 
 Comprehensive Veterans and Medicaid "Public Benefit" Counseling and Eligibility Planning
 Estate and Elder law Coordination
 Ongoing asset and risk management of multi-generational wealth, including the transfer
 between generations utilizing the latest technical instruments
 Social Security Advisory
 Medicare Insurances
 Long-Term Care Ins.
 Life Insurance
 Geriatric Care Coordination 
 Home Health and Senior Housing Placement
 Asset Management
 
Specialties (Physician Market):
Estate Planning
Asset Protection Planning
Captives
Retirement (Pension Plan Design)
Non-Qualified Deferred Compensation
Specialty "Own-Occupation" Disability Insurance

Business Overhead Mitigation 
Asset Management
Employee Benefits 
 
 Specialties (Contractors and Tradesmen): 
Comprehensive Financial Planning

Estate Planning

Retirement Planning

Labor Burden Development 

Key-Person Insurance

Executives carve-outs

Employee Benefits

Worker’s Compensation

Payroll and HR 

Buy/Sell Agreements

Organizational Structure

Moral and Team Building

Comprehensive Compensation Structures