Palm Harbor Office: (727) 515-6702
Spring Hill Office: (352) 600-7431
Best Advice: Because You Deserve It!

Hear Their Stories

Our clients tell the stories of how we have helped them. It is our honor to be their guide through what would be a challenging situation on their own. We want to be your compass whenever you need us. 

Rosanne Pappas

I was told by several attorneys claiming to be experts in Estate Planning and Elder Care that I would not be able to get Veterans benefits or Medicaid to pay for nursing home care for my dad. Fortunately, I had the opportunity to meet Catherine Price who explained how it could be accomplished. She provided turnkey advice and service. She was able to obtain everything I needed and more. I highly recommend her to anyone who needs help in this regard. 

Matt Petit

Catherine and Karen did a wonderful job for my mother. Guaranteed approval and did the one thing so needed today; they followed through. I would have been lost without their help. 

Joan Moeller

Since we were far away, our biggest need was peace of mind, and we are so grateful for Catherine giving us exactly that. Being in New York, I needed someone in Florida that could help my sister and I navigate Medicaid and VA for our parents. I highly recommend Catherine for everything she did and continues to do to help us. She is very professional, always available, and patient with all our questions. Her knowledge, accuracy, and follow-through were exactly what we needed. Read more about Joan’s story.

photo of happy older couple

Tiffanie Kellog

My family was worried about how my grandparents would be able to pay for their care as they are getting older. Catherine helped my grandfather, a Korean War Veteran, receive a Veterans benefit of $2,200 per month so that he, as well as my grandmother, can stay in their home, instead of having to move into a facility. This is important to my grandparents, as they love their independence and being able to be outside & working in the yard. These additional funds help our family focus on what is important, proper care for my grandparents without having to worry about how they are going to pay for it. 

Cathy Shade

Catherine is efficient and professional. Her hands-on approach and attention to detail is absolutely superb! 

Frank V. Sessa DC

I have witnessed first hand the people that Catherine has helped get approved for Medicaid and the money that she has helped her clients save as well. She is extremely passionate and dedicated to her profession and her clients and understands what it is to truly be a giving individual. I highly recommend Catherine without reservation for her expertise in Medicaid & Retirement Planning. 
photo of caregiver and senior

Lisa Johnson

Catherine was a godsend! Her expertise and organizational skills throughout the whole process of getting my mother qualified for Medicaid was priceless. The options she brought to the table for how best to take care of my mother’s affairs, the tracking of documents and to do’s, and even the follow up work after getting her qualified on the first application made life so much easier in this difficult time. I would highly recommend her to anyone needing help with Medicaid planning and applications. I could never have done what she did for us on my own. Thank you! 

Al Montone

Catherine’s knowledge, professionalism and experience are top notch. Dealing with my dad’s health issues and Medicaid application was a very stressful time for my family. But Catherine made the whole process easier, giving us peace of mind and communicating every step of the way. We could not have done it without her help and I would recommend her services to anyone facing the same situation.  

Because you deserve it. Let us make Medicaid simple for you.