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Slates Financial

Schedule a Call Today to Learn More

Meet with our Expert team, which has over 20 years of Financial Services and Medicaid Planning experience, to ensure you’re planning and protecting your future.

Interested In

Satisfied Clients

Value of Total Assets protected

%

Single individuals assets from being spent down

Our Mission Is to Build the Foundation of a Secure Future and to Protect that  Future until the Very End

Our expertise lies in crisis Medicaid planning using Medicaid Compliant Annuities and various insurance products, and we are a financial services firm dedicated to this area. We have collaborated with elder law attorneys and their clients for over 20 years to expedite benefit eligibility and alleviate financial difficulties associated with long-term care.

Future

Medicaid Planning & Financial Services

Annuities

Annuities

Medicaid Planning

Medicaid Planning

If your client suddenly requires nursing home care, we can help them protect their assets from the spend-down even if they've already started spending them down.

IRA/ 401K Rollover

IRA/ 401K Rollover

Law Firm Support

Law Firm Support