We have always believed in planning for the future. You never know what might be in store for us, but if we have a secure plan in place, then small incidents won’t turn into complete disasters.

As Medicare specialists, we began getting an alarming number of clients asking for help when they realized they were spending all of their savings to pay for a spouse's care. Scrambling after the savings was gone wasn't helping anyone. So we started helping clients save what they had worked for by planning ahead if possible or, at the very least, making a plan of action before the medical bills go so high that they'd have to sell assets, such as their family home, to pay them.

Unfortunately, many people’s hard earned assets are at risk due to the ignorance and misconceptions some professional financial planners are operating under. The average citizen is usually not informed enough to make the best decisions when dealing with Medicaid, which is often confused with Medicare.

Our staff and agents have recently partnered with a nationally recognized team that is sought by attorneys, CPA's, health care professionals and financial planners all across this nation for their expertise and knowledge in Medicaid planning.

We give individuals and groups the solid information needed to make wise decisions and choices to protect what they have earned. In addition to developing a plan of action to get your loved one qualified for Medicaid, we will also be your representative to Medicaid. We will develop a plan and handle the entire process including answering all inquiries and re-determinations at no extra cost to you.

We are available to assist you with such issues as:

• Retirement Plan Rollovers
• Tax Deferred Annuities
• Estate Tax Reductions
• Avoiding Probate
• Revocable Living Trusts
• Special Needs Trusts
• VA Aid & Attendance

Contact Us today for a consultation - 727-498-0202