- 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 budget projections,
- determining the availability and configuration of third party payer resources, and making recommendations for how to cover immediate expenses and plan for future ones.
- Special Needs Analysis
- Cost Projections
- Benefits Analysis
- Transition Care Management
- Trust Advisor Services
- Utilization Review — Trust Administrator Support
- Long-Term Case Management Support
- Medicare Set Aside Administration
To learn more about our services and how we can help you, please call 800.258.6567