We help our clients become VA or Medi-Cal (Medicaid) eligible and assist with the process of getting admitted to the assisted living or skilled nursing facilities.

We also provide guidance on asset protection, filling out the admission agreements and following up on the application process for Medi-Cal or the VA. We advise on the transfer(s) of assets and changes in beneficiaries in order to keep the State of California Estate Recovery Unit from coming back for payments that were made on behalf of a Medi-Cal beneficiary.

We can help you find Medi-Cal approved skilled nursing facilities in California (if need-be) and handle your Medi-Cal (Medicaid) or VA eligibility so you can focus on helping your loved ones get better.

WE CAN ALSO HELP YOU PLAN AHEAD

If you have family members who will need elder care, you can align their finances (now) in a way that benefits the entire family down the road and can potentially help them obtain government assistance to pay for a caregiver or skilled nursing facility when the need arises.

Whether your loved one has a current medical condition and is in a nursing home now, or may need care in the future, or you're planning for the unexpected, it makes sense to position their assets properly so you won't have the added burden in the future when they need your support the most.

Financial Security Designs

Org chart

Teams

Offices

Financial Security Designs

Org chart

Teams

Offices

Related companies