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. In addition, assistance is available to prepare the Medicaid application and to provide support to the clients during this process. Nutfield Financial will work in conjunction with an Attorney to provide a comprehensive Medicaid Plan to the client.

To assist individuals and business owners in organizing their financial status, define goals, prepare a plan to exceed those goals, provide   options for their implementation,  monitor the progress against the goals and recommend 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. Fee based on complexity of the case. Specific detailed planning is also available if required in any of these areas priced on an hourly rate or a one time fee based on the complexity of the case

To provide investment advise on the implementation of financial plans with objectives defined by the client through the financial planning process, client retains account discretion. This service is  optional upon completion of a Financial Plan and is billed as a percentage of assets under management. Nutfield Financial Services Ltd. is a Registered Investment Advisor, registered in NH and MA—Form ADV is available upon request.

To facilitate your tax  filing   requirements and to provide advise on tax planning issues for Federal, State, Gift & Estate Tax Issues.

All types of Life products, level term, universal, variable, whole life etc.

Long Term Care &  Disability coverage. Various Health programs from HMO’s to conventional indemnity plans.

Immediate and deferred, fixed or variable.