VA Benefits Planning

Eldercare Resource Planning

Caring for an elderly loved one can be a major financial strain. Many families find themselves unprepared. However, there are hundreds of financial assistance programs and thousands of services available to help.


Aren’t sure where to start?

Why Use a Professional Service

Mistakes can be costly when navigating an unfamiliar landscape of elder care benefits programs and government bureaucracies. Average senior housing and care can cost more than $50,000 per year and are often not covered by Medicare or other health insurance. Working with an elder care planning professional could prevent months of delayed benefits worth potentially thousands of dollars towards care. Working with a professional team can save you hours of research and make sure that you get accurate, actionable information for the long term care of your parents.
Why not turn to an experienced team to make sure you do not miss an opportunity or waste time applying to unavailable programs?

What to Expect

We start with a free phone consultation where we assess whether and how we can help and decide how to proceed. This call takes about 30 minutes. Next, we schedule a meeting where we review your family situation in detail. This usually takes about one hour.

After that we prepare a customized plan with cost projections, available benefits programs, and recommendations for making the most of your financial situation to best care for your elderly loved one. Completed plans typically run from 10 to 15 pages. We normally complete your plan within seven business days after your in-take call.

How We Help

We can assist you to get off on the right foot with your family’s own personalized “Elder Care Resource Plan,” including:

  • A clear, simple action plan on how you can afford elder care
  • A localized estimate of the costs under different kinds of long term care
  • Insider tips and step-by-step instructions on how to navigate benefits programs
  • Referrals to our network of trusted local service providers, when appropriate

How to Get Started

Get started saving money today. Complete the contact form to be contacted by a benefits adviser today.

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