Planning for care. For life.

Financial Planners and Corporate Trustees

Planning for a lifetime of special needs care requires the expertise of a financial planner and the diligence of a caregiver. It requires knowledge of government programs and insurance benefits as well as the details of the patient’s abilities, care needs, and defined quality-of-life goals.

We provide guidance to financial planners and corporate trustees in securing and managing the financial resources and responsibilities of their special needs clients.

This includes making comprehensive expenditure projections, determining the availability and value of third party payer resources, and making recommendations for how to cover immediate and future expenses.


To do this, our expert case managers and consultants provide the following services:

  • Special Needs Analysis
  • Cost Projections
  • Benefits Analysis
  • Transition Care Management – Home to Assisted Living or other
  • Trust Advisor Services
  • Utilization Review
  • Trust Administrator Support
  • Long-Term Case Management Support
  • Medicare Set Aside Administration

Are we a good fit for you and your client? Here’s a case study to help you decide. Click here to read our success story: Client with Mental Illness Faces Poor Quality Care and Bankruptcy.