Hire your
Certified Medicaid Planner

Customized solutions for your unique situation.

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This group is awesome, know what needs to be done, and made a very difficult situation much more bearable. What a blessing they have been to us!

— Jonette

This group is awesome, know what needs to be done, and made a very difficult situation much more bearable. What a blessing they have been to us!

If you are helping an elderly parent who is about to outlive their financial resources and have no idea what to do or where to turn for answers – Mr. Jackson can be an answer to your prayers.

— David

If you are helping an elderly parent who is about to outlive their financial resources and have no idea what to do or where to turn for answers – Mr. Jackson can be an answer to your prayers.

Need direction plus a friendly “kitchen table” talk; they will be there all the way. I have made a lasting and safe, dependable friend. Call them.

— Dolores

Need direction plus a friendly “kitchen table” talk; they will be there all the way. I have made a lasting and safe, dependable friend. Call them.

They were a great help to me. I was stressed and they put me at ease.

— Joyce

They were a great help to me. I was stressed and they put me at ease.

My only hope is that the word gets out and more referrals are sent to Mr. Jackson and Iowa senior planning as I said this organization and the representative Mr. Jackson is many steps above the rest.

— Forest

My only hope is that the word gets out and more referrals are sent to Mr. Jackson and Iowa senior planning as I said this organization and the representative Mr. Jackson is many steps above the rest.

The advice we received from them made the process much easier to understand and a lot less frightening.

— Anonymous

The advice we received from them made the process much easier to understand and a lot less frightening.

Together as a team, they’ve got the knowledge and the compassion to help you through a very difficult time.

— Jen

Together as a team, they’ve got the knowledge and the compassion to help you through a very difficult time.

The present is the best time to reflect upon and review your financial future. Would your family know where to find your financial records, titles, and insurance policies if something happened to you? Having these serious conversations now prevents later distress.

Don’t leave important questions unanswered and crucial choices undecided. Set a plan in action with a Certified Medicaid Planner (CMP) to make sure you're prepared.

Schedule your FREE conversation

Discuss your finances with a Certified Medicaid Planner today.

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The United States Supreme Court has described the Medicaid law as "among the most intricate ever drafted by Congress," with a "Byzantine construction" that is "almost unintelligible to the uninitiated."

— Schweiker v. Gray Panthers, 453 U.S. 34, 43 (1981)

PLAN FOR YOUR FUTURE

We’re here to help you establish a plan now, on your terms.

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