How We Can Help
Financial Aid Planning With Real Results
We offer expert guidance through the Medicaid application process — from assessing your assets to securing long-term care coverage. Our team combines certified planning with nonprofit values, offering many services at no cost for those who qualify.
We review your income, assets, expenses, and gift history to determine your Medicaid eligibility risk.
We review client documents to ensure they meet state Medicaid eligibility requirements.
In cases, when necessary, we can help make sure important expenses are paid and budgets are followed.
We assist with yearly renewals to maintain your Medicaid benefits and avoid costly gaps in coverage.
We teach communities about their financial aid options.