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), follow 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 15 years.

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.

Proudly Serving the San Diego Area & all of California.