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Medi-Cal and Veterans Benefits Consultant

I guide my clients on Asset Protection, help with the process of getting admitted to the Assisted Living or Skilled Nursing Facilities, filling out the admission agreements (some facilities ask for signatures on forms that they cannot legally require), and following up on the application process. Including the transfers of assets and changes in beneficiaries in order to keep the State of California Estate Recovery Unit from coming back for payments that were made on behalf of a Medi-Cal beneficiary.

Financial Security Designs has specialized in benefits and planning for families, spouses and heirs for over 25 years.

He's been the Team Leader for Poway Community Emergency Response Team for over 10 years. He is also active in the Poway Rodeo Committee and assists with staging the horses for the annual Poway Parade.

I can be reached at 1-800-286-7121 if you would like to learn more about receiving the benefits you are entitled to and protecting your assets.

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 service area

Proudly Serving the San Diego Area & all of California.

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Listen to my latest radio interview: Q & A on Helping Loved Ones.

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 director with the CaCPC

I am the director of the San Diego North Advisory Board, a local council in California. We help seniors with their retirement and eldercare needs.

 about aid & attendance
  What is the Veterans Aid & Attendance pension benefit?
  Who is eligible for the Veterans Aid & Attendance pension benefit?
  The special case of Long Term Medical Costs.
  Using aid & attendance to pay any person for care at home.
  Using aid & attendance for professional home care.
  Using aid & attendance for to pay for assisted living.
  Using aid & attendance for to pay for a nursing home.
  The application process for aid and attendance Pension.
  Using an aid & attendance benefits consultant.
  When the family can submit a claim without help.
  When the family should use a benefits consultant.
 veterans long term care
  Disability Compensation & SMC
  Dependency and Indemnity (DIC)
  Burial and Memorial Benefits
  HISA Grants
  State Veterans Homes
  The Best Health Care System
  VA Health Administration
  Enrolling in Veterans Health Care
 eldercare sites
  National Care Planning Council
  Veterans A & A Benefit
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