Welcome to BalancedCare
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.
BalancedCare provides: Pooled Trusts, Rep Payee service and we are a VA Fiduciary
BalancedCare is "client-focused" offering a comprehensive financial approach to individuals who would like to stay in the community but may require some financial assistance to achieve that. Our agency's leadership and certified professionals have in-depth financial services expertise and can help you navigate and simplify the often complicated process to qualify for all the benefits you deserve.
Take a look at what BalancedCare can offer you!
Our Pooled Trust
A BalancedCare Pooled Trust can help you preserve your monthly income for living expenses and still qualify for Medicaid, SSI, and other Public Benefits. We are a trusted, non-profit organization, offering you and your loved one's peace of mind, and a better solution!
Rep Payee Services
A BalancedCare is Representative Payee helping clients budget their money and disburse their funds to pay for current needs, including housing and utilities, food, medical expenses, personal care and clothing. For better control and security of their funds, we uniquely issue their funds on a Debit Card instead of checks.
We are certified by the Social Security Administration to manage individuals Social Security, Supplemental Security Income (SSI) and/or Social Security Disability (SSD) payments. We keeps records and reports regularly to the Social Security Administration of how the client’s money is spent. We also offer a Case Worker portal they can view that activity as well.
VA Fiduciary
BalancedCare is honored to be an approved VA Fiduciary. We work closely with the Department of Veterans Affairs Fiduciary office to ensure VA benefit payments are being used for the wellbeing of our veterans and beneficiaries who are unable to manage their personal finances.
We have earned the trust of the Department of Veterans Affairs Fiduciary office, so you can feel confident your veteran's affairs are in good hands. For more information regarding rules and policies that govern the VA fiduciary program please refer to the Department of Veterans Affairs website at https://www.benefits.va.gov/fiduciary/beneficiary.asp.
Our Clients
Our #1 source of referrals.
KarenI am writing to express my sincere gratitude for the information you have provided to me regarding a pooled trust. Your professional demeanor along with your compassion is what makes you stand out among the "professionals".
Frequently Asked Questions
Absolutely! Many clients find that the combination of both these services ensures their loved one's affairs are more completely covered, giving them total peace of mind.
Certainly. In fact, many attorneys have found our favorable fee, our disciplined financial backend systems, our stellar reputation with the Veterans and Social Security Administrations, as well as our personal professional expertise and support along with our client portal to view account activity, real advantages when setting up their clients accounts with BalancedCare.