Veterans' Benefits

Additional income to pay for home care, assisted
living, or nursing care.

Care Resource Planning

Care Resource Planning is a comprehensive financial analysis and planning platform that we utilize to help our clients optimize and obtain funding resources for the cost of a long term care event, as well as financial planning for the remaining years of life.

We help our clients obtain government and community support or service for the cost of home health care, assisted living expense,and nursing home cost with programs such as Medicaid and Veterans programs. We help to protect them from medicaid spend down, as well as utilizing legal strategies to reduce taxes with tax credits that are available for home improvement and renovation. We also utilize strategies to reduce estate taxes and obtain care credits, and help our clients update important documents such as wills and trusts.

We work with a team approach with other elder care professionals such as estate and elder law attorneys, tax professionals, home care agencies, assisted living, nursing home facilities, case workers and social workers.

Dan Miller has over twenty five years of Long Term Care planning experience as well as experience with estate planning, business transfer, medicaid planning, and insurance planning.

Dan Miller is an Accredited Veterans Administration claims agent, a Florida Licensed Insurance agent and a licensed Investment Advisor Representative.

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