Professional Services

Professional Services

Professional Services: WHAT WE DO

Long Term Care Education

  • We educate individuals and families on critical things they should know about Long Term Care.
    • Why do you need Long Term Care?
    • How do you get Long Term Care.
    • Who do you get Long Term Care from

        Find out about our Free Educational Classes.

Long Term Care Insurance 

  • As a fee based, licensed and bonded brokerage, Bamford Financial is not captive to a single company and can shop around for the best products and plans to fit individual needs.

Medicaid Planning

  • In addition to drafting Medicaid Annuities, Bamford Financial will process Medicaid applications, coordinate with DSHS Social Workers, and protect family assets.

Life Insurance

  • As a fee based, licensed and bonded brokerage, Bamford Financial is not captive to a single company and can shop around for the best products and plans to fit individual needs.

Annuities

  • There are hundreds of annuities on the market: Medicaid, indexed, fixed, immediate, deferred, flexible, and a lot more.

Medicare Supplemental Plans

  • Medicare supplemental policies help pay some of the healthcare costs that original Medicare does not cover.
LONG TERM CARE EDUCATION

LONG TERM CARE EDUCATION

Whether 1-on-1 in our office with a family or at a packed conference hall full of lawyers, we have been educating people about long-term care for more than 25 years.

Our experience in LTC insurance, Medicaid planning, and asset protection make these classes invaluable.

Our depth of knowledge allow us to assist everyone from beginners that need to know the difference between Medicare and Medicaid, to seniors that need to reevaluate the features of their current insurance plan.


LONG TERM CARE INSURANCE

LONG TERM CARE INSURANCE

Bamford Financial is Olympia’s first independent Long Term Care (LTC) insurance broker. This independence allows us to have an honest conversation with clients about their needs, based on the individuals net-worth and medical history without the limits a captive agent would have.

We then shop insurance carriers and hundreds of plans from industry leaders like Mutual Omaha, Genworth and Trans-America to find the plan that’s right for our client.

We also help families understand the nature and purpose of LTC insurance and if it’s a right for them in the first place.


MEDICAID PLANNING

MEDICAID PLANNING

For those who find long-term care insurance not medically feasible or financially out of reach, We help clients successfully apply for Medicaid. We have helped hundreds of applicants successfully navigate the Medicaid process.

We identify the medical needs that warrant a Medicaid application, gather documents, coordinate with Medicaid attorneys and accountants, help identify companies that can meet those medical needs.

We help coordinate and troubleshoot Medicaid applications with DSHS social workers, ensuring a successful application with the minimal loss of resources.

The Medicaid Application process is complex and time consuming. Average processing time is 4-months from the initial meeting.

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