The Art and Science of Successful Planning

The Art and Science of Successful Planning is a fee-only financial planning and insurance firm that coordinates investments, insurance, tax and estate strategy into one plan. Its team works with individuals, families, business owners, seniors and public safety workers, and has a particular focus on senior care planning, including Medicare benefits, long-term care insurance, veterans' Aid and Attendance and senior housing placement.

The firm is located on Evans Avenue in Fort Myers and starts with a consultation to learn the purpose of a client's money before any strategy is built. Clients are paid by fees rather than commissions on products, and the advisors offer investment advisory services as a registered investment adviser in Florida, with insurance offered through a separate licensed agency.