Just Diagnosed with
Alzheimer's, Parkinson's
or Another Progressive

We help you find the best options to pay
for the extended care you may need,
while protecting your family and life

Preserve life savings

Get Quality Care in the Setting of Your Choice

Protect your family

Finding the right option to pay for
extended care is challenging without guidance

But it doesn't have to be that way...

Dementia & Alzheimer’s Facts

More than six in ten (63%) Alzheimer’s caregivers expect to continue having care responsibilities for the next 5 years

Of the total lifetime cost of caring for someone with dementia, 70% is borne by families

Even if You Haven't Planned Ahead

There Is Still Time To Make One

Using our 20+ years combined experience to find the best option for you

You Have Choices

We know what it feels like to be caught up in a healthcare and financial web when you’ve just been diagnosed with a new chronic and or progressive medical diagnosis. 

The healthcare system and options to pay for care are notoriously difficult to navigate, which can create unnecessary stress now and surprises later.

We combine all of our tools, knowledge, and professional networks to find you the BEST options to pay for extended care needs.

We provide custom plans utilizing solutions for which most people didn’t even know they had as options.

Your needs, wants, and concerns are always the primary focus.


Let Us Take Care of Everything!

Obtain Access to the Best Care and Keep
the Financial Security You Deserve.

Schedule a
discovery call

To share your situation with us. We’re here to listen and guide you to make the best choices that fit your specific needs.

We’ll prepare a comprehensive plan

To help you plan for the future with long-term care options and strategies that will maximize your assets or become eligible for LTC Medicaid and apply.

Rest easy you have the right plan secured

The application process for long-term care plans and Medicaid is complex. You’ll be guided through it to make sure your plan is accepted.

Download Our Free Guides

Medicaid Do’s & Don’ts: 5 Critical Mistakes People Make When Applying For Medicaid

3 Strategies You Will Want To Know To Save You Thousands Of Dollars On Long Term Care

Feel at peace knowing you’re making the best, informed financial decisions for yourself or your loved one.

Nobody should lose their life savings to pay for their care. The right guidance can get you the best care without going broke or uprooting your life or the life of those you love.

Frequently Asked Questions

No, there are options available that allow you to take out the money if you don’t need it for care

Or it will go to a beneficiary. You do not lose the money

No, Medicaid does have asset limitations, you do NOT have to be poor to qualify. You can utilize

Medicaid planning solutions to preserve what you have worked so hard for your entire life. We work with

families that have small and large amounts of assets.

It’s only too late when you no longer have assets to work with or protect. Otherwise, it’s never too

Late. However, the options and the number of options will be different. The earlier, the better.

Medicaid Do’s & Don’ts: 5 Critical Mistakes People Make When Applying For Medicaid


3 Strategies You Will Want To Know To Save You Thousands Of Dollars On Long Term Care

3 Strategies