Secure Your Future (SYF) - Simplify Medicaid Eligibility with a Pooled Income Trust

What is Secure Your Future (SYF)

We are a Pooled Income Trust dedicated to helping individuals with disabilities manage their income while preserving Medicaid eligibility. Our expert team simplifies the process, offering personalized support to ensure you can access the benefits you need, without the worry of exceeding income limits.

The whole process of applying for Medicaid can be very overwhelming, especially, if you or a loved one is transitioning from taking care of everything independently to needing help to maintain that independence. The out of pocket costs for home care can quickly pile up making it unaffordable.

Here at SYF, our experienced team will patiently and effortlessly walk you through creating your personalized pooled income trust. With our personal service and attention to details, your bills will be paid correctly and on time. We will be there by your side, helping you maintain financial independence for your everyday living expenses.

Once you join our Pooled Income Trust, you'll quickly discover that we are the most seamless and reliable part of managing your community-based Medicaid benefits. Our dedicated team will help you navigate the process with confidence and ease to SECURE YOUR FUTURE!

Meet the SYF Team

Eden

As a parent of a special needs child, I understand the unique challenges families face when it comes to managing finances while preserving eligibility for essential programs like Medicaid. With personal experience in utilizing a Pooled Income Trust, I’ve seen firsthand how it can be a game-changer in securing both financial stability and the benefits needed for a better future. My journey has fueled my passion for helping other families navigate the complexities of trust management, ensuring they can access the care and support their loved ones deserve, without compromising on independence or security.

Stacey

As a Certified Financial Planner with extensive experience in helping people manage their personal finances, I understand the critical balance between preserving assets and ensuring access to essential benefits. Combining my background with the benefits of a Pooled Income Trust, I help guide families through the process, offering tailored solutions that provide both financial security and peace of mind. My goal is to empower clients to protect their assets, enhance their quality of life, and secure their future, all while ensuring compliance with Medicaid regulations.

Charles

Charles- With over 30 years of experience as an investment banker and a small business owner, I understand the importance of strategic financial planning in preserving both wealth and access to critical benefits. My background in finance has given me a unique perspective on how trusts can offer stability and security, and as a small business owner I understand how hard people have to work for their assets and income. I’ve seen how a well-managed trust can provide financial flexibility while safeguarding Medicaid eligibility. I am committed to helping clients navigate the complexities of trust management, offering personalized solutions that protect assets and secure a brighter, more independent future.

Jonah

As an accountant and entrepreneur with experience in managing a Pooled Income Trust, I understand the delicate balance of preserving assets while ensuring access to vital benefits like Medicaid. My financial expertise, combined with my entrepreneurial mindset, allows me to offer clients practical, customized solutions for managing their income and securing their future. Through my experience with Pooled Income Trusts, I’ve seen how effective they can be in helping individuals maintain eligibility for essential programs, all while providing financial security and peace of mind. I’m dedicated to helping others navigate this process with confidence and clarity.