Questions about Leahy Life Plan
What is Leahy Life Plan?
Leahy Life Plan is a management consulting and individual & family services firm that aligns professionals like financial advisors, special needs estate attorneys, and special education teams to maximize benefits for individuals with disabilities.
Where does Leahy Life Plan operate and serve clients?
The business serves clients throughout Pennsylvania, the greater New York City metro area, and nationwide via remote consultation.
What specific services does Leahy Life Plan provide?
Michele and her team offer services such as Federal Benefits Review, State Benefits guidance, and Financial & Community Planning to help families navigate disability support systems.
How can a new client get started with Leahy Life Plan?
Clients can schedule a meeting by contacting the business at 200 Barr Harbor Drive, 400, Conshohocken, Pennsylvania, 19428 or calling +1 484-238-0841.
What free educational resources does Leahy Life Plan offer?
The firm offers complimentary webinars on topics including SSI/SSDI Eligibility, Power of Attorney vs. Guardianship, and Special Needs Trusts.
What federal benefit programs does Leahy Life Plan help clients understand?
Leahy Life Plan assists with assessing eligibility for Supplemental Security Income (SSI), Medicaid, Social Security Disability Insurance (SSDI), and Medicare.
How does Leahy Life Plan assist with state-level benefits?
The firm explains how to be eligible for Waivers through Medicaid and guides clients through the process of obtaining these waivers.
What are some key goals Leahy Life Plan helps clients achieve?
Services include helping individuals maintain employment while utilizing waivers and discussing strategies for long-term future planning.
How does Leahy Life Plan connect clients with additional resources?
The business provides meaningful referrals to other services, agencies, and professionals to support the client's long-term plan.
What financial tools does Leahy Life Plan explain to clients?
The firm helps families understand the differences between Special Needs Trusts and ABLE accounts and the best ways to fund them.
What planning methodologies does Leahy Life Plan incorporate?
Leahy Life Plan assists with preparing for Person-Centered Planning and Microboarding as part of their long-term planning services.
How does Leahy Life Plan address the complexity of overlapping benefits?
The firm discusses the intertwining of federal, county, and state-based benefits to ensure clients receive appropriate support.
What interview preparation does Leahy Life Plan offer?
The business helps caregivers prepare for federal benefits interviews and understand the different levels of benefits and their maximum values.
How does Leahy Life Plan handle asset and resource assessments?
Leahy Life Plan assists with Medicaid spend-downs and reviewing individual assets and resources to determine eligibility.
How can I contact Leahy Life Plan?
You can reach Leahy Life Plan by phone at +1 484-238-0841.
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At Leahy Life Plan, we align with the right professionals—financial advisors, special needs estate attorneys, special education teams, and government and community agencies—to maximize the benefits and quality of life available to individuals with disabilities and build the best long-term plan.
Michele and her team serve clients throughout Pennsylvania, the greater New York City metro area, and nationwide via remote consultation.
- Website
- leahylifeplan.com
- Phone
- +1 484-238-0841
- Address
- 200 Barr Harbor Drive, 400, Conshohocken, Pennsylvania, 19428
- Business hours
- Mon-Thu: 09:00 - 17:00, Fri: 09:00 - 11:00, Sat-Sun: Closed