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Professional Elder Care Financial Services in Idaho

Protecting You During Life's Changes

Our Elderly Care company has seen the pressure that can overwhelm families when facing some of life's tough challenges.

  • How do we afford quality long-term care?

  • If my spouse is in the Assisted Living, how will I have enough money to maintain myself at home and in the community? 

  • How can I minimize the deferred tax hit on qualified assets like 401(k)s and IRAs?

  • How do I maximize my estate value, while paying for long-term care?


 We’re thrilled you’ve decided to visit us - please browse our elderly care company site to discover our elder care services.

 

Elder Care Financial Consultants

We are an experienced and ethical team dedicated to providing Medicaid Planning & elder care services for solving your challenges in receiving the Elder Care you want and deserve. Our hands-on approach lets you provide a clear understanding of you and your family's need, and together we can plan the very best strategy for elder care financial services to fit those needs. Our elder care financial consultants take our fiduciary responsibilities very seriously, and so our top priority is YOUR best interests.

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Our Medicaid Planning Services

Positioning Assets for the family, while meeting Medicaid compliance.

 

Initial Consultation (Free)

Our elder care financial consultants meet with you at the location of your choosing to understand your exact situation and needs. We gain an understanding of your medical needs, financial position, family objectives and any additional risks which may not have been previously identified. From this meeting, we will devise the best strategy to accomplish your long-term care objectives.

Presentation of the Plan (Free)

We carefully present the plan to meet your objectives, informed by careful research and our experience and knowledge. This will include various options with recommendations on which option will provide the results you have requested. We will also provide you with a contract and a fixed fee for our services, should you decide to retain us.

Execution of the Plan (Fixed Fee)

Now we roll up our sleeves and address the Medicaid application quickly and efficiently, all the while communicating regularly with you so you know exactly what is going on each step of the way. No one is more hands-on that we are. For this reason, we typically obtain Medicaid approval for our clients in about three weeks - often less.

Medicaid Maintenance (Subscription)

Getting Medicaid is one thing. Where annual reviews occur, staying on Medicaid is another. Because of this, many recipients may lose their benefits either through financial mismanagement or just lack of understanding on how to stay financially compliant. Our Medicaid Maintenance plan takes the stress and guesswork out of keeping your Medicaid benefits for as long as you live.

Request a free consultation:

Let Us Simplify Your Financial Challenges

We look forward to learning more about your situation and using our hands-on approach to customize a plan that works for you and your family!

Cell: 208-550-3377

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