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Contact a Certified Medicaid Planner™ Serving Pennsylvania Families

Whether a parent is about to enter a nursing home, is already paying privately, or you’re simply trying to plan ahead, you don’t have to figure out Medicaid on your own. Our Certified Medicaid Planner™ meets with families at our Doylestown office and works with clients throughout Bucks County and across Pennsylvania. Your first consultation is free and comes with no obligation. Please call our office to speak with a certified Medicaid planner today.

Learn why working with a Certified Medicaid Planner™ matters.

Multigenerational family with a parent who worked with a certified Medicaid planner in Doylestown, PA

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What Happens When You Reach Out

1. We Listen

Tell us about your situation: who needs care, where things stand today, and what worries you most.

2. We Review

At your free consultation, we look at income, assets and timing against Pennsylvania’s Medicaid rules, and we tell you honestly what’s realistic.

3. We Recommend a Path

You’ll leave with a clear explanation of your options and what our help will cost, before you commit to anything.

Helpful to Have for Your Consultation

  • A general list of bank, retirement and investment accounts
  • Monthly income sources (Social Security, pensions, annuities)
  • Home ownership and any other real estate
  • Life insurance policies and any prepaid funeral arrangements
  • Any large gifts or transfers made in the last five years
  • Where your loved one is receiving care now, or where care is being planned

Ways to Meet a Certified Medicaid Planner

We meet clients by appointment at our office at 2003 S Easton Road in Doylestown. We also offer consultations by phone and video for families elsewhere in Pennsylvania or for adult children who live out of state.

When Time Matters

If your parent is being discharged from the hospital to a nursing home, or has received a Medicaid denial notice, please call us directly at (610) 627-1010. Deadlines in these situations are short, and early action can protect more of your family’s assets.

Call (610) 627-1010