Services

At Preferred Planning Services, we’re here to serve a variety of client needs. We can help you design a retirement income strategy that ensures you and your family can preserve and protect your wealth and aid families trying to navigate through the complex world of nursing homes, assisted living and in-home care.

Our process is highly collaborative and we’re always thinking of ways to enhance your experience. Our hope is you feel confident in your relationship with us knowing an experienced team is on your side.

Medicaid planning: An important part of estate planning, we’ll walk you through eligibility requirements that include age, income, assets and medical necessity. Will also explore how Medicaid is affected if someone is diagnosed or is living with Alzheimer’s.

Asset protection: We can help you protect the assets you’ve worked so hard to earn and save throughout your life. The right strategies ensure you and your family stay on track.

Life insurance: Be confident your loved ones are protected with a contract between you and a life insurance company. It specifies the insurer will provide either a stated sum or a periodic income to your designated beneficiaries upon your death. Let us guide you through all the options.

Long-term care insurance: We’ll help you decide the right coverage that provides nursing-home care, home-health care, personal or adult day care for individuals above age 65 or with a chronic or disabling condition that needs constant supervision. We can find the right insurance strategy that offers the best flexibility and options for your situation.

Retirement income planning: Let us work with you to determine retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets.

Veterans benefits assistance: We’re dedicated to helping those veterans and surviving spouses of veterans qualify for a pension they have earned. We can guide you through a complicated process and help relieve some of the burden of filing for those benefits.

At Preferred Planning Services, we’re passionate about helping clients and their families prepare for their financial futures because we want them to move toward the future with confidence. Start the conversation by calling 614.855.5700 and let’s see how we can be of service to help you.