Our Principles and Mission

Care Resource Planning was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.

 

Commitment To Our Clients

Care Resource Planning is a senior care financial planning firm specializing in helping people plan for, as well as protect their assets from unnecessary spend down when a long term care issue is facing a family, and retirement assets need to be spent. We help by providing assistance with applications for government benefits for long term care issues such as Veterans Administration Aide and Attendance which can provide up to $2,120 per month to a Veteran and spouse, as well as up to $1,149 per month to a widowed spouse of a Veteran. If a skilled nursing event is needed, we help plan for Medicaid, helping families to avoid “asset spend down” as well as helping protect their home and other assets from Medicaid recapture and liens.

 

Setting the Standard for Success

At Care Resource Planning, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future.  We use a “team approach” to the planning process, working with other professionals such as Elder Law Attorneys, CPA’s, and Homecare and Placement Specialists. We will provide you with personalized advice and solutions for your financial, legal, and care support needs through analyzing income, insurance, assets, veteran’s benefits, and much more.

About Care Resource and our

long-term goals with you.