Elder & Medicaid Planning
Tyler G. Harrelson
CES, CLTC, CFS — Investment Advisor Rep. & President
The Art and Science of Successful Planning
Fort Myers, FL
About
Tyler G. Harrelson is President and an Investment Advisor Representative of The Art and Science of Successful Planning in Fort Myers, Florida. He holds a Bachelor of Science in Risk Management and Insurance from Florida State University. His practice includes senior care planning, including VA, Medicare and Medicaid benefits, coordinated with elder law attorneys.
The Art and Science of Successful Planning is a Fort Myers firm serving families and businesses across insurance, asset management, estate and senior-care planning.
Who they work with
Families, seniors (including veterans) and business owners in Southwest Florida, including families working through senior housing and benefits decisions.
Planning focus
Services
- Financial and investment planning
- Senior care and public benefits planning
- Long-term care insurance
- Life insurance
- Estate planning coordination
- Business owner planning
Talk with Tyler
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Tyler G. Harrelson is an independent professional and is not employed by Bloodline. Details on this page come from The Art and Science of Successful Planning's public materials and regulator records as of October 2026. Bloodline does not provide investment, tax or insurance advice. Before you engage any financial professional, you can check their background on FINRA BrokerCheck.