​​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.

We then schedule an appointment so that we can verify the finances, family situation and health needs that definitely impact the decision making. Our goal is to set the stage for benefits while still preserving assets. 


A retainer fee of $850 is paid after this 1st consultation and will be deducted from the complete fee of $2800. 


After our consultation, 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 an application for benefits is submitted. We will make referrals to attorneys only when necessary and appropriate and there may be an additional charge.


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. 


...being aware what is available is the first step toward
​being p
repared.




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