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Success Stories

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How Medicaid Spend Down Changed The Life Of A Low-Income Man

This case study explores the journey of Mr. Stelick, a low-income resident of Nebraska City, as he seeks to overcome financial barriers to independence.
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How A Woman's Medicare Review Was Her Best
Financial Move

This case study shows how we helped a 79 year old woman turn a potential financial disaster into a manageable, worry-free recovery - providing the expertise and the "safety net" every senior deserves.
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How We Helped A Teacher Outsmart The High Cost
of Cancer

This story proves that proactive planning can turn a medical crisis into a manageable event. By acting while healthy, she shielded her retirement and kept her family’s future on track.
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How We Lowered
Brand-Name Drug Costs
by 90%

This case study follows the journey of a resilient 75-year-old home health aide who continues to work full-time to maintain her financial independence. Despite her dedication to caring for others, Minerva found herself struggling to navigate her own healthcare costs.
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