Geraldine Callahan
Healthcare Financial Planning for Seniors & Elderly. Guidance on Medicare, Medicaid & Crisis Long Term Care planning.
- Role
- Owner at Callahan Financial Services Group, Llc
- Location
- West Orange, NJ, US
- LinkedIn followers
- 500 followers
About Geraldine Callahan
Owner of Callahan Financial Services Group, LLC. I am a Financial Advisor specializing in healthcare financial planning for seniors and the elderly. Our services for Seniors includes Medicare insurance consultation and long-term-care pre-planning. For the elderly, we help families with the Medicaid application process and asset protection through the use of Medicaid compliant financial products such as Medicaid Compliant Annuities & Funeral Trust. Attorney Service: Medicaid Application outsourcing Long-Term-Care Insurance Medicaid Compliant Annuities & Funeral Trusts Why me? I enjoy helping people solve big problems; it is a joy for me to help alleviate the stress people often face during challenging financial times. I have a talent for understanding complicated matters and simplifying them. I am genuinely happy to make the lives of our clients easier. To learn more about how I can help you, please reach out to me.
Experience
Owner
Callahan Financial Services Group, Llc
May 2011 — Present · West Orange, NJ, US
For over a decade, Callahan Financial Services Group, LLC has been helping seniors plan for \"health care in retirement.\" We focus on Medicare for younger seniors & Medicaid Crisis Planning for those needing assistance in nursing homes, assisted living, or home health care. We help seniors qualify for government assistance programs to help pay for their care.For those younger seniors, we help them transition to Medicare by educating them on their options and ensuring they are making the best decisions. For the elderly, we help them apply for and get approval for long-term care Medicaid. We will complete the Medicaid application process from start to finish, including communicating with county officials, helping with gathering documentation, analyzing and organizing financial records, and ensuring timely approvals. Visit us online at
Education
Ramapo College of New Jersey
Bachelor's degree
2000 — 2003
The American College of Financial Services
Master's degree
2008 — 2009
Skills
- Problem Solving
- Disability Insurance
- Management
- Fixed Annuities
- Medicare Consulting
- Project Planning
- Small Business
- Honesty & Integrity
- Life Insurance
- Strategic Planning
- Commitment & Dedication
- Insurance
- Finance
- Financial Services
- Strategic Financial Planning
- Medicaid Consulting
- Retirement Planning
- Public Speaking
- Retirement Health Care
- Retirement
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