Joseph Donnantuoni

Certified Medicaid Planner^™

Delivering fully updated tools and techniques for your successful plan.

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If you have more than the Asset and Income limits without planning it will be more than a struggle to get approved.

Joseph offers a 15-minute orientation call to see if he is right person. Find out if you can be helped whether you wish to pre-plan and get to use the rules to protect your assets and income or if you or your loved one is in a crisis to see what you can save based on your goals.

Your Challenges

Do you want to properly time your Medicaid application?
Do you want to avoid denial?
Do you want to shift assets and not allow the well spouse to become impoverished?
Do you want to show the facility it's all being handled with you and your advocate?
A short orientation call can tell you if the right roadmap can save your legacy.

Our Solutions

Financial Plan developed to support Medicaid Planning.
Pre and Post eligibility Advocacy
Recovery – Keep your assets to the maximum away from State recovery
Position yourself to apply with timing – before applying for your State's named Medicaid long term care program.
A big factor: Do you want expertise to be involved or just google?

Be Good to Yourself and Get Planning

Financial: Don’t be side tracked by myths about who can get approved for Medicaid Planning regarding public assistance for long term care. Long term care assistance is a separate federal program and it is not regular Medicaid.

Agility: If Joseph is your chosen planner he will meet with you by zoom or in person and keep shepherding your application for approval after it becomes ready to file.

Competitive advantage: When you use Joseph he is not working alone. Joseph is aligned not only with directly retaining another CMP™ on your case for double eyes on everything but he has a network of Elder Law Attorneys to refer you to for Trusts, POAs, and real estate deed matters. Joseph checks on the tools and techniques for use in your State for effective planning.

Higher quality and better performance: Joseph is a former NASD ( now FINRA ) Examiner of Broker Dealers and he is a current active FINRA arbitrator, chairperson qualified. He has worked on Wall Street in NYC and on the 110th floor of the WTC that was once there. Joseph was an Office of Supervisory Jurisdiction Branch Manager with a FINRA broker dealer for 10 years and personally assisted over 4500 Seniors with their assets in accounts that they placed with him. He has also been life insurance licensed and active with that since 2004. He knows what your assets are and how to apply his CMP™ work for you. Find Joseph in 2026 active listed on cmpboard.org under zip code 85086.

You might need a Guide

Decide to apply

If you can be helped you should apply.

Strategy

Let’s use the most updated tools and techniques for planning

Be on Time

Any requests for information by Medicaid need to be answered fast.

To Stay in Compliance

Lets stay compliant after eligibility and approval.