For Skilled Nursing home patients and their concerned families or those pre-planning call Joseph for a revealing FREE 1 hour consult. 
Joseph Donnantuoni, Certified Medicaid Planner™
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Meet Virtually

Joseph Donnantuoni

Leading Information for Asset Protection

Federal Retirement Consultant
FRCsm ,  Inc. has ownership of the FRCsm  logo, and the FRC sm  and Federal Retirement Consultant sm  symbols within the United States, which it grants to those individuals who successfully complete and maintain certification.

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Learn about Joseph Donnantuoni

Joseph Donnantuoni is a Medicaid Planner and he is certified.  He has received extensive training from an attorney who was a former delegate to the White House conference on the aging.  Joseph is updated on all current tools and techniques to get the results for you in Medicaid or Medi-Cal LTC in the Financial end.  He is able to assure that the Skilled Nursing facility or IHSS for Med-Cal - long term care - will get their payments fast while he will disallow spousal impoverishment for starters.  He gives you access to a Network of Elder Care attorneys for legal work if needed.  He has his 2022 designation as Federal Retirement Consultant (sm).  Joseph has experience from Wall Street having worked at 14 Wall Street in New York City and on the 110th floor of the World Trade Center in brokerage firms, to handle securities clients.   He has experience of over 10 years as a Securities broker-dealer branch manager.   Recently since 2018, he personally assisted over 200 federal employees and over 50 School district employees with their pension information, life insurance and 403(b) approved plans.  Joseph is a former NASD (now FINRA) Examiner for five (5) years and he is a current active FINRA arbitrator.  Joseph will know all about your assets and help you organize for protecting your wealth for you and your loved ones.

How Does Joseph Get Paid?

Joseph charges a FEE for Medi-Cal/ Medicaid LTC planning and implementation assistance and he is a Certified Medicaid Planner™.   Otherwise Joseph is paid 100% of the time by the insurance company and not the client.  This is unlike your securities managed account or mutual fund or variable annuity which will continue to directly charge inside of your account every year a percent of your total equity.  

What Does Joseph Do?

Joseph is first and foremost a Medicaid (Medi-Cal) Planner and as such is looking to help California's most important resource, the seniors, to not lose their life savings to a Skilled Nursing Facility while at the same time assuring the facilities that they are paid every mont fully.   For Federal employees, Joseph helps by educating them and getting them individually their calculation for the FERS  pension and any benefits questions asked.  Joseph helps retiring employees fully with their immediate retirement forms package.   Many employees retiring without long-term care insurance are unaware that they could have their entire TSP, FERS pension, and other assets fully exposed to Medicaid LTC Spenddown and offers them pre-planning. 

Best Interest

Although many consumers are unaware, the best interest is how the licensed agent acts in the best interest of the consumer when making recommendations. For example, if you need a Medicaid compliant annuity for your plan Joseph gets you that.  Joseph is free at any time to open his Series 65 Financial Advisor securities window and take and pass the test.  Until further notice, it is not needed.

This confirms that neither nor any of its partners or representatives is in any way affiliated with the United States Governement, The Federal Retirement Thrift Investment Board or the Thrift Savings Plan, and that the service being offered is not santioned by the United States Government, The Federal Retirement Thrift Investment Board or the Thrift Savings Plan.