Financial Planning

Money Management for Your Clients

Whether your client is experiencing an influx of cash or simply needs assistance managing their funds, we can refer them to a professional who can help.

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WHAT IS OUR FINANCIAL PLANNING REFERRAL SERVICE?

During the long-term care planning process, many individuals are faced with financial uncertainties and are seeking guidance beyond what you, as their attorney, wish to provide. Allow us to refer these clients to a professional who can help them manage their wealth and protect their assets using smart, innovative, powerful, and Medicaid-friendly financial solutions.

ASSET
PRESERVATION

FINANCIAL
GUIDANCE

A FOCUS ON
MEDICAID

WHO IS THIS SERVICE APPROPRIATE FOR?

Clients who will benefit from this service include those with $100,000 or more of liquid assets to invest. This may include an estate planning client seeking options to preserve their assets or a community spouse who is looking to safeguard the funds they’re receiving from a Medicaid Compliant Annuity. Our strategic partner understands the intricacies of Medicaid and the importance of maintaining eligibility, including the community spouse’s potential future eligibility.

If you're not sure whether a client is right for this service, simply contact us to discuss a specific case.

Our Process

STEP ONE

To get started, simply contact our office.

STEP TWO

We’ll connect you or your client with our strategic partner.

STEP THREE

You or your client provide details about their situation and financial goals.

STEP FOUR

Our partner advises on next steps to manage their assets and secure their financial future.

FINANCIAL SOLUTIONS FOR YOUR CLIENTS

In addition to getting the right legal guidance, it’s crucial that your clients receive the right financial advice for their situation. With this service, we can refer you or your client to a professional who can help them preserve their nest egg. Additionally, in crisis planning scenarios, they will advise your client with the lens of maintaining the current Medicaid eligibility of the institutionalized spouse as well as the potential future eligibility of the community spouse.