About Us

Meet Your Team

Financial Advisor

Our financial advisor will keep you informed throughout the process of developing your long-term care plan. S/he will have oversight of the restructuring of your financial assets and financial planning process. In addition, s/he will coordinate with our team of advisors to produce a risk analysis and financial plan. From there, s/he will manage the implementation of the financial plan and recommended strategies.

Medicaid Planner

Our medicaid planners will consult with you and your financial advisor to determine a strategy based upon your particular situation. From there, they will perform a preliminary review of your financial assets. Our medicaid planners have decades of experience assisting individuals with navigating the process for applying for Medicaid assistance. Whereas the rules and guidelines for Medicaid change so often, having one of our medicaid planners in your corner will make the process less daunting for you and your loved ones.


Our attorney will provide legal advice to you and your financial advisor. The attorney will also review existing legal documents, if any exist, to determine their efficacy. S/he will advise if new legal documents are necessary or if existing documents can be amended. The attorney will have oversight of this process from a legal vantage point.

Did you know?

people (69%) turning age 65 today will need some type of long-term care services at some point in their life.


of Americans turning 65 today will “develop” a disability serious enough” to require long-term services and support.

Typically, women need care longer, 3.7 years on average, than men at 2.2 years.

Source: Administration for Community Living, a division of the Department of Health and Human Services

Schedule a Free Consultation

We want to help guide you through the process of developing a long-term care plan.

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