Meet Your Team
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.