Steen & Co. Insurance Blog

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Nursing Home Care From Your Home

[ 0 ] February 22, 2012

Steen and Co

Nursing Home Care From Your Home

Can be married or single.
Based on medical needs.
Friends/family can provide some of the care.
NOT a good program where spouse/family cannot assist in caring for the patient.
The benefits can pay up to $4,000.00 a month.
This program is administered through Medi-Cal.

If the individual does not qualify for this program based on medical needs now, there may be other programs that may work better for them. Families need to be informed ahead of time on all of the programs that they may be able to qualify for and how these programs work.

Life happens and unfortunately, many that are in the middle of the crisis do not have any idea where to begin to sort things out. We find that there are many families that do not have the basic legal documents in place. We have many attorneys, CPA’s and other financial professionals throughout the state that are here to help you and your loved ones with any of your various needs.

Please Contact us today! Or follow us on Facebook and Twitter!

Gregory A. Steen, CEO

2440 W. Shaw Ave. Suite 210
Fresno CA 93711
(559) 227-7322
(800) 456-7559
(559) 431-1414 FAX

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[ 0 ] February 6, 2012

I was born and raised in the Central Valley and maintain offices inFresno,BakersfieldandSan Luis Obispo. I have been married to my wife Stephanie for twenty-eight years as of May 2011, and we have five children and one grandson. Since 1987, I have been assisting clients in the field of insurance and estate planning. I am the Founder and CEO of this firm, and I am also a Certified Senior Advisor.

Over the past few years, we have put our focus on the following three areas:

• Principal Guaranteed Investments

• Entitlement Planning

• Complete Estate Planning

I have conducted retirement and estate planning workshops throughout the state, been a guest speaker for other firms, and have written and/or co-written various books, pamphlets and articles for industry use. In addition, our partnerships with other professionals include CPA’s, CFP’s and elder law attorneys, to name a few.

As an individual, I am dedicated to achieving the following objectives for my clients:

1. Trustworthy partnership that is mutually beneficial.

2. Providing real financial truth and education.

3. Protection of principal against all possible challenges, (i.e. catastrophic illness, nursing home expenses, market risk, probate delays and fees, etc.).

4. Maximizing yield while realizing peace of mind is a higher priority.

5. Providing the same assistance and confidentiality for all friends and/or family who are referred to me, whether directly or in directly.

As a company, we seek to attain the same goals. As a result, we are currently in the process of building the most comprehensive, informational and state-of-the-art website for the benefit of seniors and all those who are involved in their care. When you have a moment, go to www.truth4seniors.com and check it out. Please feel free to leave input or submit information for review and possible publication. Working together, we can make the site more readily applicable for everyone.

Thanks for your time.

Gregory A. Steen, CEO

2440 W. Shaw Ave. Suite 210
Fresno CA 93711
(559) 227-7322
(800) 456-7559
(559) 431-1414 FAX

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What You Need To Know About Nursing Home Care

[ 0 ] December 19, 2011

Do You Qualify?

Nursing Home Care from Your Home- what you need to know

The benefits can pay up to $4,000.00 a month
Can Be Married or Single
Friends/family can provide some of the care
Based on medical needs

If the individual does not qualify for this program based on medical needs now, there may be other programs that work better for them. Families need to be informed ahead of time on the various programs that they may be able to qualify for, and how these programs work. Steen & Company can help you with those solutions.

Life happens and unfortunately, many that are in the middle of the crisis do not have any idea where to begin. We find that there are many families that do not have their long-term care plan in place. We have many professionals at Steen & Company, to help you with all of your long-term care needs.

Want more information? Visit the Steen & Company website for more details or complete our simple Request Form for an advisor to call you at home!

STEEN & CO.

2440 W. Shaw Ave. Suite 210
Fresno CA 93711
(559) 227-7322
(800) 456-7559
(559) 431-1414 FAX

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Get A Jump Start On 2012

[ 0 ] December 9, 2011

Maybe you’ve been too busy to notice, but the year’s almost over. In between shopping trips, holiday preparations, and the rest of the daily grind, it’s time to take a breather and focus on some small things now that might make a big difference after year-end.

Maybe you’ve been putting off these tasks, or maybe they haven’t occurred to you. With 30 days left in the year, you can take out this whole list doing just one thing every couple of days. And most of these jobs won’t take an hour.

Review your credit history
Check out your tax situation
Clear clutter
Review/rebalance investments
Support a charity
Max out retirement contributions
Spend your FSA
Prepay bills
Find a financial adviser
Tinker with your budget
Change important passwords
Digitize documents
Make a will

How to find the time to do this stuff: The key is slow, easy, and gradual. Earmark just 15 minutes to an hour per day and go down the list. Keep in mind much of this stuff doesn’t require excessive concentration – you can do a lot of it while you’re watching TV.

And if you don’t get it all done? Well, there’s always next year.

Steen and Company wants to make sure their clients are always ahead of the game. Want to find out more tips and tricks they have for your day to day life? Check out our highly informative website for all your needs!

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About Steen & Co.

[ 0 ] October 24, 2011

Mission

Our ultimate purpose is to provide peace of mind. This is accomplished through considerable interaction and dialogue with our clients. Subjects such as tax reduction, income planning, insurance and long-term care options are reviewed and strategic plans are developed. As a result, we are better equipped to guide our clients to the right decisions, not just good decisions.