
Our Services
Advisory Corner Services
Discover tailored solutions through our in-depth analysis of your financial resources. Our experts will guide you to achieving your end result success.
Advisory Consultations- Detail overview of State Medicaid Program Expectations
Eligibility Requirements- Overview of Financial Resources
Review of Assets- Banking Accounts, Pensions, Property, Expenses, Life Insurance, Burial Funds, Miller Trust/ Irrevocable Trust
LTC Medicaid- Application Process for Filing
Spenddowns of Over Resources- Process for Meeting State Medicaid Requirements
Medical Deductions / Deviations- Process for Retro Payments to Medicaid
Intermediate Negotiations- Professional Services for Written and Verbal Communication
Social Security Applications- Retirement Income (SSI)
Social Security Disability Applications- Disability Income (SSDI)
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!