RALPH S. ROBBINS, CFP©
A CERTIFIED FINANCIAL PLANNING PRACTITIONER
elder care and special needs planning
"Compassionate Guidance and Expertise"
If someone you care about needs help with nursing home or long-term health care costs, or if you are interested in planning for the future, you have come to the right place.
Qualifying for Medicaid or Veterans benefits in Florida can be a grueling and expensive process. To assist your loved one in receiving quality care without exhausting family resources, I have assembled the highest qualified team from the fields of geriatric care management, elder law, and health care. This "team approach" allows you to access the expertise you need without paying for services you may not need.
Together, we will make sure that care is being received in the most appropriate venue, re-arrange assets as required, make sure legal documents are revised as needed, and obtain Medicaid and/or Veteran benefit eligibility FAST.
On the left side of this page you will easily find information you need to know. Don't forget to visit the "Resources" page for links to Federal and State agencies and much more.
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What is Elder Care and Special Needs planning?
Most financial planning is broadly oriented towards the accumulation and distribution of assets with an emphasis on retirement as the goal.
Elder Care and Special Needs planning addresses the specific requirements of the disabled of any age and the late retirement needs of the geriatric client and their families.
Generally, the primary focus is maintaining or planning for Title XIX benefits and/or SSI benefits, providing predictable streams of income, and consideration of future family needs.