CERTIFIED MEDICAID PLANNERS
CERTIFIED MEDICAID PLANNERS
A Certified Medicaid Planner (CMP) has expert-level experience with Medicaid programs and can help people navigate both current and new Medicaid rules. A CMP’s goal is to give you the most cost-effective and legal plan that’s the best fit for your Medicaid situation. Not everyone’s Medicaid path is the same. A CMP should help you navigate your specific Medicaid strategy as well as implementing that strategy. Medicaid isn’t one-size-fits-all, and what someone else qualifies for might not be the best fit for you. As your Medicaid Planners, we complete the application for you, submit all your documents, complete all communication with the state, and take the weight off your shoulders as we guide you through the process to secure resources for the care you need.
Having a Power of Attorney for medical and financial decisions if you become incapacitated is one of the best planning tools you can use. These documents allow another to speak for you in the case you can not speak for yourself. Our team will educate you on your choices and help you complete your power of attorney for healthcare and finances per your wishes.
Our Registered Nurse and Master Social Worker will visit your home, discuss your options for healthcare and finances, and assist you in making the best plan for your future goals and needs.
As Medicaid Planners, we help clients structure their financial resources and prepare documentation to ensure the greatest possibility of being accepted into the Medicaid program. We manage asset transfers and provide guidance on converting countable assets into exempt assets to ensure eligibility and preserve a family’s resources. In many instances, we can also protect a family home from Medicaid recovery. In addition, we manage finances to ensure a healthy spouse (a non-applicant spouse) has adequate income and resources to continue living independently during and after the time their partner is receiving care assistance.
Our clinical background sets apart from others who do medicaid planning. We not only assist with the financial aspect of your application, but we also secure the services you need in your home whether that be home health, hospice, or in home caregiving or even a house calls physician. If the best option is to move to a higher level of care, we will assist in finding placement into an assisted living, skilled nursing, reshab or rehabilitation facility that accepts Medicaid.
If your aging loved one lives in a different state or town and you need assistance with transportation for a move or vacation, our experienced team will provide an RN and MSW to travel with the client for non-emergent medical transportation. We arrange all transportation through ground and air, provide medication and clinical management for the duration of the trip, work with transferring and receiving facilities and doctors to ensure a safe transition, This service offers our clients a more cost-effective approach to moving your loved one.
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