Elder Planning Alliance Services

Financial Planning

With over 24 years of insurance and financial planning experience, Rick Schell can show you ways to safely help your money grow. Specializing with seniors he believes in taking people reaching the age of retirement through the process of transfering from asset accumulation to asset preservation. This does not mean you stop making respectable returns, it does mean you do it safely without risking principle. Call now and schedule your free consultation and hear how you can stop placing your assets at risk and start sleeping better at night.

Medicaid filing

We offer complete Medicaid filing and asset preservation services that are unmatched in Florida - from filing the application, to helping you protect and preserve your assets and make sure you are within Medicaid guidelines. If your income is over the allowable amount to qualify we will refer you to an attorney who can quickly set up a qualified income trust. This allows you to then qualify for Medicaid from an asset and income level. We attend any and all meetings with the Department of Children and Families.In approximately ten years of going through the Medicaid qualification process, we have a 100% success rate with Medicaid approval. Because we carefully stay within Medicaid policy, we have never had to take a case to a Medicaid hearing.

We offer surviving spouses services that help simplify the overwhelming responsibilities that occur after the death of a loved one, including speaking to insurance companies, banks, and pension providers as well as any investment firms that may be needed.