Services

Home » Services

Elder Planning Alliance Services

Medicaid filing

We offer complete Medicaid filing and asset preservation services that are unmatched in Florida; From the first time you sit with one of our Medicaid specialists to when Medicaid is approved, you will get the very best care available. Whether you are just over the asset limit or have hundreds of thousands of dollars, we can help you protect what you have. If your income is over the allowable amount to qualify we will refer you to an attorney who can quickly set up a qualified income trust. This allows you to then qualify for Medicaid from an asset and income level. We are always the designated representative with the Department of Children and Families. This means that we are the one who applys and goes through the Medicaid qualification process for you. In approximately ten years of Medicaid filing, we have a 100% success rate. Because we carefully stay within Medicaid policy, we have never had to take a case to a Medicaid hearing.

Financial Planning

With 26 years of insurance and financial planning experience, Rick Schell can show you ways to safely help your money grow. Specializing with seniors he believes in taking people reaching the age of retirement through the process of transfering from asset accumulation to asset preservation. This does not mean you stop making respectable returns, it does mean you do it safely without risking principle. Call now and schedule your free consultation and hear how you can stop placing your assets at risk and start sleeping better at night.

Referral Network

Our extensive referral network includes state and federal agencies, attorneys, insurance and claims experts, healthcare professionals, certified public accountants, and family service counselors who can help you through difficult times.