• Home
  • Our Team
  • Insurance Options
    • Hybrid Insurance
    • Annuity Based LTC
    • Life Insurance Based LTC
    • Convert Existing Life Ins
    • Traditional LTC Insurance
  • Other Resources for LTC
    • True Freedom Health Care
    • Veteran's Pension
    • ElderLife Bridge Loan
    • Reverse Mortgage
    • FL Medicaid
  • Blog
  • What We Do
  • Contact
  • Medicare
  • More
    • Home
    • Our Team
    • Insurance Options
      • Hybrid Insurance
      • Annuity Based LTC
      • Life Insurance Based LTC
      • Convert Existing Life Ins
      • Traditional LTC Insurance
    • Other Resources for LTC
      • True Freedom Health Care
      • Veteran's Pension
      • ElderLife Bridge Loan
      • Reverse Mortgage
      • FL Medicaid
    • Blog
    • What We Do
    • Contact
    • Medicare
  • Home
  • Our Team
  • Insurance Options
    • Hybrid Insurance
    • Annuity Based LTC
    • Life Insurance Based LTC
    • Convert Existing Life Ins
    • Traditional LTC Insurance
  • Other Resources for LTC
    • True Freedom Health Care
    • Veteran's Pension
    • ElderLife Bridge Loan
    • Reverse Mortgage
    • FL Medicaid
  • Blog
  • What We Do
  • Contact
  • Medicare

About Our Team

Theresa O. Heckman

Theresa O. Heckman -  Senior Client Adviser & Vice President  With over twenty years experience, Terri brings not only a wealth of knowledge, but practical experience and compassion to her 'life's calling'.  With a background in accounting (BA in Accounting Lycoming College 1982), Terri has a strong 'technical base'. However, it is her interpersonal skills learned from being a mother, a sister in a family of eight, and a caregiver to her own mother, that makes Terri highly compassionate in the work that she does for her clients.  Terri is also a FL licensed insurance agent.

Todd D. Heckman

Todd D. Heckman CLU, ChFC, CFP, AEP,  -  President  &  Chief Planner  With over 30 years experience, Todd brings his highly technical planning expertise to solving the challenges of identifying financial resources available to a client and evaluating with most cost efficient way of accessing those resources to provide for a clients care. Todd is a Graduate of Tufts University , Cum Laude, and has his Masters Degree in Financial Services from the American College. He is also a Certified Financial Planning Practitioner tm. Todd is a FL licensed insurance agent.

 The information found on this website is gleaned from readily available public sources and is for educational purposes only.   It is NOT to be considered financial or legal advice.  Consult with an appropriate professional before  making important financial or legal decisions . 


Life Resource Planners of the Treasure Coast (772) 567-7970


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