Financial Planning

Financial Plans – To assist individuals and business owners in organizing their financial affairs, defining specific goals, preparing a plan to exceed those goals, providing options for implementations, monitoring progress against the goals, and recommending modifications as the need arises. Specific areas of concern in Financial Planning are reviewed including: Retirement Planning, Estate Planning, Medicaid Pre-Planning, Investment Planning, Insurance Planning, and Tax Planning.

Medicaid Planning – To assist individuals, who are facing serious medical conditions, in planning for an extended period of skilled nursing care. Plan includes establishment of estate planning goals, gifting programs, and asset preservation strategies. Assistance is also available to prepare the Medicaid application and to provide support to the clients during the application process. Nutfield Financial will work in conjunction with an Attorney to provide a comprehensive Medicaid Plan to the client.

Fees are hourly or a flat fee based on the complexity of the case.