Retirement Planning Services
Eldercare Resource Planning, LLCReviews
This profile includes reviews for Eldercare Resource Planning, LLC's headquarters and its corporate-owned locations. To view all corporate locations, see
Customer Review Ratings
Average of 22 Customer Reviews
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Review fromMichele Z
Date: 03/18/2024
5 starsMichele Z
Date: 03/18/2024
Great experience from start to finish. My dedicated team answered all my questions along the way thru the process. They helped protect the assets for my mother when we needed to put her husband into long term care.Eldercare Resource Planning, LLC
Date: 03/19/2024
It was our sincere pleasure to be able to help you and your family in your time of need. All the best!Review fromLarry R
Date: 11/07/2023
5 starsLarry R
Date: 11/07/2023
Elder Care Resources delivered.outstanding assistance getting ** help in gaining help for me caring for my wife with dementia in spite of my initial suspicion and me changing my goal midstream. I don't believe your can beat the service at any price, although their price was about 25% of what a local lawyer would have charger. I really can't say enough good things about this company...their integrity and willingness to go as far as they need to to help.Eldercare Resource Planning, LLC
Date: 11/08/2023
Thank you for sharing your experience working with our team here! We are very grateful to be able to help and provide you with the knowledge and the drive to get the benefits your family needs.Review fromELLEN D
Date: 10/10/2023
5 starsELLEN D
Date: 10/10/2023
I have only good things to say about Eldercare Services. The whole experience has been a life changing experience. I have worked closely with ***** @ Eldercare and she has helped me out greatly. The price of the service was well worth the money. I was always able to reach out to someone to answer all of my questions. I started this process with a phone call back in October 2022. My state SC does not have a service to help set up for ********* My situation with my mother was very time consuming. My mother at the time was residing in a nursing home and all the paperwork that was needed was on my shoulders to submit to Eldercare. This service has worked with me constantly regarding the paperwork needed to get my mother set up on ********* I can finally take a great sigh of relief now that she is set up for ********* The steps that are given by Eldercare are very detailed and that is to make sure that when the paperwork is submitted nothing is missed. I will always thank Eldercare for all the assistance. The company is rated AAA in my books. EAD -SCEldercare Resource Planning, LLC
Date: 10/11/2023
Thank you for taking the time to share your experience with others on the BBB. We greatly appreciate your words and our whole team is motivated to help families like yours.Review fromLJ S
Date: 08/23/2023
1 starLJ S
Date: 08/23/2023
I got a call back to this morning from the elder care resource planning llc after completing an online intake form. I believe the mama name was *******. He was rude, talked over me, didnt answer ANY of my questions .. I never actually got to ask any questions at all because Id his poor attitude. What a jerk! When I tried to speak or ask a question he just talked over me in a condescending manner and was very insulting. Then he pretended he couldnt hear me and hung up the phone rather than listen to and address my concerns. This is the most disappointing encounter *** had in the entire time. An absolute jerk!Eldercare Resource Planning, LLC
Date: 08/28/2023
I am very sorry that you had a poor experience with one of our associates. Should you wish, we would be happy to help you with your questions. Our team of Mediciaid experts can offer you a free initial consultation. Please call back the main line and ask for ******************* when you speak with the receptionist.Review fromL7 H
Date: 08/22/2023
1 starL7 H
Date: 08/22/2023
A guy {************} reached out to me in regards to getting help for his mother. When he texted me his number, I felt like it was a shady person because it said " scam likely". He didn't answer originally and it wasn't a regular phone it was a computer. When he called me back, I was able to talk to him briefly to get some general information on the care that's needed. He gave me the address and I looked it up and it said the house is for sale. I called the listing agent and asked him if this house was vacant he he replied "YES"! I told him what happened and he told me that I will need to be careful because there are alot of scams out here and this maybe one of them where they might lure you in an area and see that you're by yourself and do something bad! I hope the company reads this and try to do thorough background checks like Care.com on these people who post on their website!Eldercare Resource Planning, LLC
Date: 08/23/2023
I have searched out database of clients and prospective clients and I have not found anyone who matches this reviewer. I have no idea what this reviewer is trying to say. Of course, we are happy to talk to anyone who may need long term care or know someone who needs long term care. We can help families find the best way to become financially eligible for the ******** benefits in their state. We offer free 20-minute initial consultations to lead with education.Review fromRoberta D
Date: 05/05/2023
5 starsRoberta D
Date: 05/05/2023
Eldercare Resource Planning was almost essential to getting my husband on ********* I felt like I was spinning my wheels trying to deal with the ******** website and always receiving a recording on the phone. This caused me to look for another resource. I admit at the beginning we balked at the cost but after being so frustrated trying to do it on my own I was willing to give them a shot. It was worth every *****! The most important thing to me was their timely communication. We also like their straightforward, understandable instructions. Was it still a lot of work, yes, but at least I felt like we were headed in the right direction something was being done and we were not alone in this quest.Eldercare Resource Planning, LLC
Date: 07/27/2023
Thank you so much for sharing your experience here! It was our pleasure to assist you and your family through this process.Eldercare Resource Planning, LLC
Date: 03/19/2024
It was a sincere pleasure to be able to help you in your time of need.Review fromMelanie L
Date: 04/28/2023
5 starsMelanie L
Date: 04/28/2023
We had great attention and care from our representative. The ******** process is difficult and long, so we were glad to have the support,Eldercare Resource Planning, LLC
Date: 04/29/2023
We are delighted to hear that we were able to help you and your family.Review fromAdele B
Date: 02/08/2023
5 starsAdele B
Date: 02/08/2023
Using Elder Care Resource Planning was one of the best things we did when applying for ******** for my mom. After our initial contact, we set up a meeting to discuss what we needed and whether ECR could help **. When we discussed the price, I was thinking it was a bit of money but after everything we had to go through, it was well worth every ***** and will definitely use ECR again if needed.******* was assigned to our case. She was wonderful. Always responded to phone calls and emails in a timely manner regardless of what inquiries we had. After pulling all documents that were required, she went to work. It took a while to finalize everything but she continued to work until it was completed. She was the contact person so we did not have to be in contact with social services. I would probably still be trying to get everything finalized. When applying for ********, it is very intimidating. Especially if this is your first time and our social services system is not the greatest. There is much to be desired and dont receive much help from them. Were just happy we found ECR online.Eldercare Resource Planning, LLC
Date: 02/08/2023
Thank you so much for taking the time to share your experience working with Eldercare Resource Planning and your assigned specialist. It was our sincere pleasure to help you and your family through this process to obtain benefits.Review fromCindy L
Date: 02/06/2023
5 starsCindy L
Date: 02/06/2023
Eldercare provided the knowledge and care my family needed at a time that was very stressful. They were able to guide us through the ******** maze and we felt confident that dads long term medical needs and finances for mom were intact. We would definitely use them again!Eldercare Resource Planning, LLC
Date: 02/07/2023
Thank you, Cindy, for taking the time to share your experience with other publicly.Review fromDARCY R.
Date: 12/20/2022
1 starDARCY R.
Date: 12/20/2022
They charge over $6000 for setting up a ******** compliant annuity that can be done at an insurance company that writes that type of annuity. Fidelity and ******** met life are two that I found and cost was negligible. Do your homework for your state. All the info is on the ******** website for your state then find a good company that does ******** compliant annuities and do it your self. We saved over $6000 by doing it ourselves. read about spend down rules for your state but don't do the spend down until you are approved for ********. They keep contacting you even after you tell them you are not interested.Eldercare Resource Planning, LLC
Date: 12/22/2022
We appreciate you sharing your experience and I agree that many families are able to apply without professional assistance. We will be the first to encourage them to do so. Our service is designed for families who have a complicated situation. We tirelessly work to reduce risks and obtain valuable ******** benefits. We do not recommend that you work with any adviser on a ******** Compliant *******. These products are very specific and must comply with state and federal laws. Financial advisers are often unfamiliar with ******** rules and strategies. Our team of certified ******** planners work with the leading national broker of ******** compliant annuities. We help families to further optimize the annuity to achieve benefits sooner, reduce taxes, plan for retirement, and minimize ******** Estate Recovery. This is not something that we recommend someone try on their own. Lastly, our service fee is for both ******** planning and full support through the application process until benefits are achieved. This goes much further than most elder law attorneys.
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