Our services

  • Medicaid planning & asset preservation
  • Customized solutions
  • Pre-planning strategies

What is Medicaid Planning?

Medicaid eligibility is a complex process with rules that can change frequently. The application and review process can be time-consuming. Still, the consequences of being denied by Medicaid can severely and negatively impact the comfort, health, and finances of the individual applying and their entire family. During your initial consultation, we will gather information on your or your loved one's situation and determine the appropriate steps to take.  Education is an integral part of what we do, so we will make sure you understand the process every step of the way.

Whether you own a home, have a considerable amount of money in resources, or your monthly income is above the Medicaid level, we can assist your loved one in becoming eligible for Medicaid and preserve assets.

Individual Needs Require Customized Solutions​

Every individual's situation is different. In some cases, only one spouse is in the position to need Medicaid assistance while the other remains healthy and self-sufficient. In others, both spouses need Medicaid assistance. Both situations are unique and different and require different financial and Medicaid planning approaches to ensure everyone's needs are met. For those who are single and have minimal income or assets, being accepted into Medicaid is much easier provided no procedural errors occur. In cases like this hiring, a planning professional is not necessary but can still be helpful for family members responsible for decisions regarding care for their loved ones. In many cases, the individual attempting to plan for the healthcare needs of the individual needing them is a family member who is unfamiliar with the Medicaid maze. Attempting to navigate the system can add additional stress on top of an already stressful situation. That is where a professional Medicaid Planner comes in.

Pre-Planning Strategies for families

For those who are still healthy and do not yet need long term care or in-home care but are interested in how they may be able to preserve their assets for their children and grandchildren when the need for assistance does arise, partnering with a Medicaid planner can be very helpful. Working with a professional familiar with the impact of financial decisions can keep you from making a mistake that could impact eligibility for up to five years in some cases because of the Medicaid look-back period.

Our process for Medicaid planning

Based on the information you provide, our team of experts work together to create a comprehensive, immediate plan of action that will give you the peace of mind you need and give your loved one the care and security they deserve.