Geriatric Care

Medicaid rules and regulations have become so complex it’s important to seek advice from a well-qualified firm with the knowledge, experience, and resources to guide you through the process.

Applied Knowledge is Power. It is critical for you to develop a plan to protect yourself, your loved ones and your assets from the catastrophic consequences of a long term care illness.  If you do not plan ahead, the burden of providing emotional, physical or financial assistance for your care will fall upon your loved ones.

One of the best things you can do right now for you and your family is get legal, financial and care plans in place. Doing so allows you to participate in making decisions and ensures your family won’t be forced to make them for you in a crisis situation.

We serve families seeking guidance in navigating the many facets of long-term care planning. Our geriatric care managers evaluate specific family situations and make recommendations that are in your loved one’s best interest. We also consult with industry operators wishing to gain efficiencies through the use of our experience and technology.

Geriatric care consultation is provided by Geriatric Care Solutions, which is not affiliated with Lion Street Financial Services, Inc.

Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 8:00 AM - 5:00 PM  |  Sat-Sun: By Appointment

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and investment advisory services offered through Lion Street Financial, LLC., member FINRA/SIPC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

DOL ERISA: Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account.  Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.

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