A BalancedCare Pooled Trust can help you preserve your monthly income for living expenses, and still qualify for Medicaid, SSI, and other Public Benefits. Learn How a Pooled Trust Can Preserve Your Monthly Income & Qualify For Benefits That You Need!.
A pooled income trust is a type of Supplemental Needs Trust operated by a non-profit organization for the benefit of a person with disabilities no matter the age to help them qualify for Community Medicaid benefits.Use our Calculator to see how joining a Pooled Trust will help you qualify for Medicaid and still have funds available to pay for your living expenses.
A pooled income trust is a type of Supplemental Needs Trust operated by a non-profit organization for the benefit of a person with disabilities no matter the age to help them qualify for Community Medicaid benefits.Use our Calculator to see how joining a Pooled Trust will help you qualify for Medicaid and still have funds available to pay for your living expenses.
Services
BalancedCare is a non-profit agency, formed in 2013 to provide personal financial services to improve the lives of seniors and people with disabilities. Our mission and what makes us different is simple, we help our clients access their benefits in a safe secure method and provide them with more effective ways to manage their money.
We created a simple two-step calculator for you to find out the amount of income you can preserve using a pooled trust. We need you to estimate, and enter below your total monthly income. Please total up all monthly income sources, your estimated monthly wages, SSDI, SS, Pensions & monthly dividends etc.
We service a diverse clientele, with a wide variety of financial services. It is very normal to need assistance completing these forms or having additional questions about these services. It costs you nothing to ask for help, so contact us anytime to see how we can help you or your client. Our agency has a notary on site that is free of cost.
Reviews (7)
Lawrence James
Jun 20, 2021
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George Ruthman
May 25, 2021
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Horrible customer service with jen h they lie right to you dont answer calls didnt even kno they didnt pay my elec bill for 6mos never told me asked for a statement hounded them for 6mos to get it wanted to talk to a supervisor for months never happened the bank tru link doesn't give text alerts n somebody got my card info n im screwed out of thousands n its my loss the VA dictates to me be under their control n i have no choice BEWARE do not use
Nancy Kingsley
Jan 18, 2021
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My Mother is going to be 85 this year and I need to get assistance with my financial, housing, and overall, living arrangements & needs!
I am grateful for all their help! I ONLY wish, I could talk about this with my children. My kids are both VERY independent and proudly take care of all their own needs....
I am VERY disappointed in MYSELF, that I did not let it be known, to Balanced Care, that I wish the kids could talk about “everything that is —- going on in my life”.... especially, financially.... so they won’t worry about me SO much!! I HATE to see them SO worried about me.... Especially
I am grateful for all their help! I ONLY wish, I could talk about this with my children. My kids are both VERY independent and proudly take care of all their own needs....
I am VERY disappointed in MYSELF, that I did not let it be known, to Balanced Care, that I wish the kids could talk about “everything that is —- going on in my life”.... especially, financially.... so they won’t worry about me SO much!! I HATE to see them SO worried about me.... Especially
Deb Sault
Nov 22, 2020
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As a payee company I find them lacking. They do not inform is of changes. They also do not pay us in good time. I pay for this service. They took over Catholic family center and did not notify anyone . Made all types of changes also not notifying anyone If not for my original payee that stayed with them I would have changed them now they leave me no choice.
I should not be waiting for my money the way I do every month . No other service does that. Balanced care does not in fact care about their clients and as soon as possible will no longer be handling mine
I should not be waiting for my money the way I do every month . No other service does that. Balanced care does not in fact care about their clients and as soon as possible will no longer be handling mine
LaTricia Schobert
Aug 03, 2020
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Joann Granger
Jul 21, 2020
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Not happy. they went and changed debit cards 1 week before payday and the card has still not arrived. i have no way to pay my bills now. we were never informed about any changes being made concerning our money. called them and said there was nothing they could do but wait for the mail to deliver the new card. that does not help me when i need to get food and pay bills on time!
Geo Hernandez
Jun 08, 2020
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