The ECR Planning team represents decades of experience in financial planning, Medicaid benefits, and elder law.
Although we are not a legal firm and do not offer legal advice, our background gives us a unique understanding of the challenges families face in establishing their loved ones’ financial stability.
From your initial consultation until you receive a benefits decision, we are by your side. One of the most significant ways we serve our clients is by handling the necessary financial documentation.
Our team has processes and relationships that allow us to streamline the application journey. We can recover the required financial information much more quickly through our proven techniques and networks.
This financial piece of the application is generally the most challenging, but it’s also the most crucial. With ECR Planning, you can hand off this critical task and ensure a higher likelihood of approval.
Additionally, we serve families who are planning for when they will be ready to apply. Our expert Medicaid Benefits Consultation gives you the knowledge to make empowered financial decisions with your loved one. This step will help set up your elderly relative for success and peace.