Care Resource Planning

We specialize in helping our senior clients, veterans and surviving veteran family members with long term care planning and resource planning including help with applying for and planning for Government Benefits such as "aid and attendance" pension, medicaid, as well as other benefits that may be available to our senior veterans and clients. I am a forty two year resident of South Florida, serving in the financial planning, long term care insurance, investment advisory and estate planning arena for the past twenty five years. Our firm utilizes a team approach, working with partnering professionals such as elder law attorneys, cpa's, homecare and senior placement companies,as well as other team professionals as needed.