Explanation of Fees


Medicaid or Veteran Benefit Planning with Asset Protection



We offer a FREE telephone consultation to learn about you and your family's needs to determine if we can help you. Then we schedule an appointment with you in your home to review the community options that will meet your health needs while still preserving your assets.

  • A retainer fee of $850 is paid at this 1st visit and will be deducted from the total fee of $2800.

After our initial consultation meeting, our clients are provided with all the relevant long-term care planning strategies that are tailored for their unique situations. The final bill for $1950 is paid when your application is submitted. 


Our fees are paid directly by our clients. We are NOT compensated by any organization and we do not sell any products. We do NOT receive any commissions on investment products.

We are social workers and advocates for our clients. We explore all of the possibilities on your behalf to help you qualify for these entitlement programs. We provide access to an eldercare attorney, and appropriate community referrals will be made as needed. There may be additional charges for legal documents if required by Medicaid.




Specializing in Florida Medicaid Planning and Veteran Benefit Planning 
​Broward (954) 472-5556 or ŸŸŸPalm Beach (561) 406-6886