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We offer a variety of services to fit your needs.

Sometimes, you don’t know what you don’t know. In fact, this statement is true much of the time in almost every part of life. And navigating long-term care Medicaid benefits is no different.

Given the complexity of the application process and the differences from state to state, most people have no idea where to start. This confusion can lead families to delay applying for benefits because it feels too overwhelming, but delays can cost your loved one dearly.

Discover which service is right for your needs. Contact us anytime with questions.

Medicaid Planning

Our team of experienced Medicaid planners will assess your situation and lead you through the entire application process.

Benefits Consultation

We can assist you to get off on the right foot with your own personalized Elder Care Resource Plan.

Medicaid Trust Assessment

A Certified Medicaid Planner reviews your irrevocable family trust and helps you understand how your state Medicaid program will consider the trust assets.

Medicaid Continuity Consultation

A Certified Medicaid Planner reviews your financial situation and helps you choose the financial products that will allow your loved one to continue their Medicaid benefits.