Financial Planning Services
CDS Monarch brings a number of financial planning services together in a program called Secure Future. In addition to helping people reach their goals and fulfill their dreams, we can assist in Supplemental Needs, Pooled Trusts, Guardianship, Medicaid Recertification, End of Life Planning, and various other planning services needed.
Caring for Your Future
It is the mission of CDS Monarch to create safe and nurturing environments for the people we serve to help them reach their goals and fulfill their dreams.
Now, CDS Monarch is bringing a number of financial planning services together in a program called Secure Future. In addition to helping people reach their goals and fulfill their dreams, we can assist in the areas below:
Trusts: Supplemental Needs & Pooled Trusts
CDS Monarch helps to create special trusts to protect the Medicaid benefits of disabled beneficiaries. These trusts are funded by assets owned by the individual, or assets owned by someone other than the individual (i.e. parent).
Representative Payee Information & Guidance
CDS Monarch will act as a financial liaison with the SSA on behalf of the individuals in our residential homes.
Guardianship
To those eligible, CDS Monarch can assist with providing guardianship services which include making financial and health care decisions.
Medicaid Recertification
CDS Monarch facilitates the Medicaid recertification process so it is seamless to you and your loved one.
SSI & SSP Applications
CDS Monarch can assist you in identifying disability benefits such as SSI and SSP, that can augment the financial position of an individual with disabilities. Supplemental Security Income is funded by federal tax revenues and the State Supplement Program is funded by the state.
Nutritional Assistance Applications
CDS Monarch will initiate the Supplemental Nutritional Assistance Program (SNAP) application process on behalf of our residents.
End of Life Planning
CDS Monarch provides guidance on end of life planning, so that sound choices can be made to honor the wishes of individuals and their families.
Benefits
Value
There are no fees associated with the Secure Future services.
Trust
You can count on CDS Monarch to support you in the process to secure your loved one’s future.
Comprehensive Care
Collaboration with CDS Monarch on financial planning is another aspect of care offered to individuals.
Convenience
CDS Monarch maintains health, developmental and life planning information for the individuals served, adding financial planning to the individual’s record helps to keep all personal information in one place.
Celebrating the Everyday of Life
Everyone deserves the right to both quality and choice of care. Connect with a member of our team to discuss the wide range of opportunities available to you and your family.
