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)

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