Welcome! I’m Carroll H. “Bubba” Schlader and I offer personal, thoughtful Long Term Care Financial Planning Solutions for people age 40+. You’re probably reading this because someone referred you to me. I hope this introduction will encourage you to take the next step and email or call me to discuss your situation.
I have a specialty in long term care crisis situations, and another specialty in working with veterans.
What many people don’t know is that my work often involves people who are perfectly fine today, and are planning ahead for the possibility of a future long term care crisis. The younger and healthier you are when you do your plan, the less expensive it is and the more options you will have!
For over 30 years, I have been dedicated to helping individuals and families in the Northeast Florida area.
One of the most important aspects of my practice is that I am independent: I do not work for any government agency, insurance/annuity company, law firm, or for whoever may have referred you to me.
- a Certified Medicaid Planner (CMPTM) – Medicaid Institutional Care Program (Nursing Homes)
- Accredited with the Department of Veterans Affairs Office of General Counsel
- Long Term Care Insurance licensed by the State of Florida
- A graduate of the Terry College of Business at the University of Georgia
I worked as a CPA with Ernst & Young in my earlier career.
My crisis work involves day-in and day-out contact with residents and staff in assisted living communities, nursing homes, and home care agencies. I help them and their families make long term care affordable and to preserve assets for future and family needs.
I coach families and doctors in how to trigger ADL qualification in government benefits cases and contested insurance benefits cases.
I appreciate the opportunity to serve you and will appreciate your referrals.
American Institute of Certified Public Accountants
National Care Planning Council
Certified Medicaid Planner™ Governing Board
Office of the General Counsel – U S Department of Veterans Affairs
Col. Daniel O. Davis, U S Army, Chaplain, retired, Jacksonville
The person or company who referred you to me