WHO WE HELP ~ Medicaid to the Millionaire Next Door™
We help people who are worried about losing their nest egg to long term care costs, estate taxes or other threats such as disability or financial and business reversal. We help people protect their assets for themselves and their loved ones and become eligible for income an other benefits so they can face the future with confidence and choices.
Most, but certainly not all, of our clients are from Northeast Ohio. Some are very wealthy and most are middle America. Some have large and even “blended” (step) families and some have only themselves or pet family members to worry about. Some are concerned about a family member with special needs, inexperience or poor judgment while others are concerned about passing on the family business. Some are Veterans or their surviving spouses. Others face the sad task of settling an estate.
In other words, our clients represent a broad spectrum of people with a variety of planning needs. We are well-trained and experienced in handling their unique planning challenges, from simple to complex, from the Medicaid applicant to the “Millionaire Next Door™”. *
*The "Millionaire Next Door™” is a term and book of the same name by Dr. Thomas Stanley which identifies financial millionaires who don't have a lifestyle normally associated with that financial status.