Services: Long Term Care Planning


Long Term Care Planning Starts Now

Navigating long-term care can seem overwhelming, and it’s natural to feel uneasy when contemplating our own or a loved one’s later years. However, taking the time to plan ahead is crucial for ensuring comfort and security. It’s also important to get help with that plan so you can avoid making costly mistakes that might jeopardize  access to care or deplete hard-earned savings.



What Is Long-Term Care Planning?

Long-term care planning involves evaluating various care options — ranging from in-home support to assisted living facilities to nursing homes — and understanding the financial implications of each choice. It involves creating strategies to cover the costs of long-term care services, whether it’s assistance with daily activities or specialized medical care. With the right plan, families may be able to secure their savings while the elderly individual maintains quality of life when it matters most.



What We Offer

Long-term care planning is unique to each client so we begin with an in-depth assessment of the individual’s current financial situation and care needs. Our plan looks at various scenarios to provide you with a detailed report, which takes into account essential factors such as:

  • Personal Health Needs: Understanding potential medical requirements specific to you or your loved ones.
  • Financial Assets: Assessing current finances to create a sustainable plan that protects your wealth.
  • Insurance Options: Exploring various policies that can cover future care expenses.
  • Family Dynamics: Considering the support system and how to ensure everyone is informed and prepared.
  • Medicaid Readiness: Our plan takes into account important factors like Medicaid eligibility requirements, asset management strategies, and potential legal considerations.



Our Expertise

You will have a dedicated team composed of a Certified Medicaid Planner and a financial expert who will take the time to listen to your concerns, answer your questions, and provide the insights needed to make informed decisions. With our extensive background in long-term care planning and a commitment to staying updated on the latest Medicaid rules and elder care trends, we provide you with accurate advice tailored to your unique situation.

But our commitment to you does not end with the delivery of the long-term care plan. We also offer ongoing Hourly Support Services; and should you need to apply for Medicaid long-term care benefits, we offer complete Medicaid Planning and Application Services.

Our tailored solutions empower you to navigate these challenges with confidence, ensuring that your loved ones maintain a fulfilling quality of life when it matters most. Protect what you cherish and create peace of mind for your family today.

Contact us now to learn more about how we can help you create a secure foundation for the future!