Consulting

Wouldn’t it be nice to get things right the first time?

An initial consultation is a meeting ($120 per hour***) with experts to help you gain understanding about your long term care needs so you can get it right the first time. The information collected during the consultation is plugged into our system so we can show you how your situation fits into the long term care planning picture.

This allows us to complete a thorough, in-depth analysis of your situation and provide detailed information and education about the programs and planning options available.

Additionally, it presents an opportunity for you to get answers to all your questions, such as:

Are you in the planning stages or implementation stages?
What roads can you go down to achieve your long term care planning goals?
What programs are out there to help you pay for your long term care?
What other options are available to you?
What does Medicare cover?
What other benefits do I need to know about?

At the consultation, we review medical and financial information for you to determine if you can or should pursue:

1. Privately paying for your care, or
2. Pursue government benefits through ALTCS or the Veterans Administration, or
3. If you are just in a position to do some pre-crisis planning.

If you need pre-crisis planning

It may entail financial planning and utilizing financial tools (insurance, investments, etc.) to accomplish your long term care goals.

If you’re pursuing governmental benefits

We evaluate the medical and financial requirements for AHCCCS / ALTCS / VA to determine if you are ready to pursue these government benefits immediately or if there are roadblocks or eligibility requirements that will need to be unblocked before submitting an application.

After completing a thorough evaluation

We assess a fee based on the types of things that need to be accomplished to facilitate long term care planning or government assistance. These types of consultations can be conducted by phone or in person. The same fee applies to either option (phone or in-person).

*We do offer an option for our consultants to come to you; however, we do charge a trip charge of $0.20 per mile round trip.
**For appointments scheduled after regular business hours or on the weekends, the hourly rate increases to $240.00 per hour.

Additionally, we are licensed, certified, and appointed Medicare Insurance agents.

We offer no-cost consultations to provide a high level overview of Medicare and the insurance options available to Medicare beneficiaries. We can evaluate whether or not you are eligible for one of the Medicare Savings Programs or the low-income subsidy program. At the end of the education portion you will have the choice to provide additional information for our firm to research and review the Medicare options available to you based on your particular situation/needs.

FREE ALTCS Assessment

Take our FREE ALTCS Assessment to find out if you or a loved one is potentially eligible for ALTCS now!

Click Here

FREE IOT Need Assessment

Take our FREE IOT Need Assessment to find out if you or a loved one may need an Income-Only Trust now!

Click Here

How can we help you?

13 + 8 =