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Crisis Medicaid Planning

When a loved one is stricken and may need Nursing home care the emotional, financial and legal consequences are huge. As a Certified Medicaid Planner ™  we assess your specific situation and team up with a qualified Elder Care Attorney to help your family navigate the murky waters of Medicaid. We have over 19 years experience in this field.

Preventative Medicaid Planning

The old adage "One ounce of prevention is worth a pound of cure" still stands. The best time to plan for Long Term Care is when you do not need it. We pride ourselves in exploring Traditional and Hybrid Long Term Care strategies that fit your situation with highly rated Insurance Carriers.

Financial Planning

Peabody Financial Services, LLC has been planning for our client's financial future for over 19 years.


Initial approach:


- Discover your specific needs  

- Propose a customized plan  

- Implement your plan  

- Monitor and service your plan  


Services:


- Investment Management 

- 401(k) Rollovers 

- Retirement Income Strategies  

- Early Company Buyouts

-Traditional & Roth IRAs





Check the background of your financial professional on FINRA's BrokerCheck https://brokercheck.finra.org/