www.ASofSP.com
- 3949 Evans Ave Unit 300, Fort Myers, Florida, 33901
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- +1 (239) 489-0084
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