Medi-Cal Eligibility
Elder Care Benefits
Aging in Place
VA Benefits
Financial Security Designs
Tony Bevin: (858) 673-8448
Get The Help You Need For Your Elderly Loved One
The California Medi-Cal (Medicaid) System Has Changed!
Recent changes to the California Medicaid system (Medi-Cal in California) mean that all assets owned by individuals or a family are now WAIVED, making eligibility even more accessible.
There’s a catch.
The County implements these changes to recover money from families after the patient passes away through their Estate Recovery Program.
This is where we step in.
We can help you properly position your assets, set up a family trust the right way, and prevent California Medi-Cal Estate Recovery from coming after the surviving family.
Navigating the complexities of Medi-Cal can be daunting, especially when you have a family member or loved one dealing with health issues and requiring financial medical assistance. The last thing on your mind should be getting lost in the legal and bureaucratic paperwork.
That’s why we offer tailored services for Your Peace of Mind.
BOOK A FREE CONSULTATION!Let us help you secure your healthcare coverage and prevent Estate Recovery from taking away your home and assets.
We also help Seniors age in place and avoid having to go to a nursing home.
Ways We Can Help Your Family
Asset Protection and Estate Recovery Avoidance:
- Safeguard your assets while navigating the intricate landscape of Medi-Cal.
Assisted Living and Skilled Nursing Facilities Assistance:
- Expert support in admissions, agreement processing, and application follow-up.
Medi-Cal Denied Claims Appeals:
- Specialists in turning around denied claims and your advocate throughout the entire process. We won’t stop until we have exhausted all possible routes to ensure your Medi-Cal eligibility.
Elder Care and VA Eligibility:
- Juggling caregiving and work? We can help you find solutions and support.
Specialized Support for Various Needs:
- Whether it’s memory care, in-home supportive services, or nursing homes, we’ve got your back.
We explore the options available to every family. PACE (Program of All-Inclusive Care for the Elderly) is one such option.
It allows your elderly loved one to stay at home with proper care and resources (and avoid assisted living, nursing homes, and skilled nursing facilities).
PACE also assists with facility placement if that becomes necessary for a higher level of care.
You must be Medi-Cal eligible to qualify for the PACE program.
GET STARTED TODAY!You’ll be surprised to learn that becoming eligible for Medi-Cal isn’t based solely on income.
You can also own a house and other assets and still qualify for Medi-Cal but still be subject to Medi-Cal Estate Recovery.
Proper planning means they won’t be able to “take your home” after your elder loved one has passed away.
Having experienced guidance can mean preventing Estate Recovery.
It means aging in place whenever possible.
And having the financial support to make it happen.
Testimonials
Why Work With Us?
Our Commitment, Expertise, and Compassion Set Us Apart!
At Financial Security Designs, our roots run deep in California, where we've proudly supported California families and veterans through the intricacies of Medi-Cal Eligibility and VA Benefits for over 30 years.
Tony is our seasoned expert with a wealth of experience spanning over three decades, specializing in benefits and comprehensive planning for families, spouses, and heirs.
As the Area Director of the San Diego North Advisory Board of the California Care Planning Council, Tony stands at the forefront of a network dedicated to providing a single source of community care providers and advisers. This council serves as a valuable resource, helping the public navigate retirement and eldercare needs.
What sets us apart? Tony brings a unique perspective, leveraging his extensive experience and leadership role in the California Care Planning Council to ensure you receive the best guidance and support tailored to your specific situation.
✅ Cost-Effective Solutions
The most affordable services to ensure you get the support you need without financial strain.
✅ 100% Money Back Guarantee
Any cases we accept come with a full money-back guarantee if you’re not approved!
✅ Decades of Expertise and Compassionate Care
Benefit from our extensive experience and compassionate approach to your unique needs.
✅ Proven Track Record
Trust in our success stories navigating the Medi-Cal landscape. 100% approval rate on all Medi-Cal cases we accept.
BOOK A FREE CONSULTATIONMedi-Cal and Elder Care Consulting
We guide our clients on Asset Protection, help with the process of getting admitted to Assisted Living or Skilled Nursing Facilities, fill out the admission agreements (some facilities ask for signatures on forms that they cannot legally require), and follow up on the application process.
Our service also includes advice on the transfers of assets and changes in beneficiaries to keep the State of California Estate Recovery from coming back for payments that were made on behalf of a Medi-Cal beneficiary.
Most of our new clients are unaware they can become eligible for financial assistance through Medi-Cal/Medicaid, regardless of income and assets.
California’s Medicaid system is known as Medi-Cal.
This is a public health insurance program that offers essential medical services to people and families with kids, elders, people with disabilities, people in foster care, pregnant women, and those with certain conditions, including HIV/AIDS, breast cancer, or tuberculosis.
State and federal governments each contribute equally to the cost of Medi-Cal.
The funds paid for care (on behalf of the Medi-Cal recipient) are subject to Estate Recovery but are exempt from determining eligibility. Additionally, we advise the client on how to legally reposition assets and remain exempt from Estate Recovery.
We also help those who have been denied by Medi-Cal in the past – we are specialists in Appeals of denied Medi-Cal Claims.
We know it can be hard to care for aging parents while also working. We can help you find Medi-Cal-approved Skilled Nursing Facilities in California (if needed) and handle your Medi-Cal or VA eligibility so you can focus on helping your loved ones get better.Best of all, we help your loved ones age in place at home and avoid a nursing home, utilizing various programs that most don’t know about, including PACE (Program of All-Inclusive Care for the Elderly).
CALL TODAY!What To Expect If We Accept Your Case
We review your family's unique situation and strategically guide you on the proper, legal, and fully disclosed process of re-positioning assets to protect you from Medi-Cal Estate Recovery.
We handle:
- The California Medi-Cal/Medicaid application process for you.
- Follow-ups and long hold times with the County.
- Denied claims (which are not uncommon during the application process).
We keep your family updated, as well as any nursing home billing departments needing status. Once eligibility is approved, you're all set!
Any cases we accept come with a full money-back guarantee if you're not approved! We have a 100% approval rate on every case we take on!
(See Disclaimer for full details.)
If you need to know if your loved one is in a Medi-Cal-approved facility, let’s hop on a quick call. We’re happy to help.
VA Benefits Consultant
We help veterans & their families in California understand how to obtain long-term care benefits from the Department of Veterans Affairs.
It's astounding that roughly 1/3 of all seniors can qualify for up to $2,300 monthly in additional income through Pension under the right conditions. Pension is also known as the "aid and attendance benefit." Yet government statistics show only 5% of potentially eligible veterans are actually receiving the Pension benefit.
This benefit can help pay anyone (except spouses), including your child, for home care. It can also be used to help you pay for professional care in the home, for assisted living, or for a nursing home. Imagine having an extra $2,300 monthly that you didn't even know existed.
MESSAGE USWhat Our Clients Say About Us
Financial Security Designs has specialized in Medi-Cal and VA benefits and eldercare planning for families, spouses, and heirs for over 25 years.
We work hard as your advocate, simplifying the complex issues of receiving financial benefits and properly and legally protecting a family's assets.
We are your liaison between the nursing home and Medi-Cal/Medicaid.
We have helped so many clients over the years and received incredible feedback from them. We invite you to review our Testimonials page or check out our latest Google Reviews below (if on mobile, tap on ‘View larger map’).
Click here to make an appointment to come in.