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Testimonials

To whom it may benefit;

I just wanted to thank Dave Henderson for all the help he has provided me and my father. He transformed what originally looked like a Medicaid nightmare into an easier step by process. Any questions I had were promptly and completely answered in a way that a person without a financial background could understand.

I was originally referred to Dave by an insurance case worker assigned to my father. I had a relatively small time window to submit all of the required documents to Medicaid and Dave assured me that we could get it done. Dave delivered and went the extra mile by following up with the assigned Medicaid administrator and providing the proper financial instruments at a very reasonable cost.

I would strongly recommend Dave’s services and advice to anyone needing to understand the rules and requirements for Medicaid.

Sincerely,

Robert Horvath

Dear Mr. Scott,

On behalf of our family, I want to personally thank you for all the hard work you did to reach our common goal of achieving Medicaid Eligibility for my mother, Thelma Hetherington. We just want you to know that your professionalism, thoughtfulness, and caring way impressed our family. I would recommend you to those in need of Senior Planning, Crisis Planning, and the Medicaid Eligibility Process. We were impressed by the fact that every time we needed to discuss the matter, you were always there for us and always returned our phone calls immediately. This process is not an easy process to go through, but with your guidance and support, we were able to get through this process with very few problems... Thank you, Glenn.

Glenn, you do spend a great deal of time researching and keeping current on the latest financial products and strategies in helping your clients attain their goals.

Again, we want to thank you for your loyalty and support in attaining our personal goals. We wish you continued success in your endeavors by helping those in need of financial, crisis, and Medicaid Eligibility planning.

Sincerely yours,

Mr. and Mrs. John Bradshaw

Dear Dave,

Without your encouragement and professional help, it would have been difficult, if not impossible, for my father to have applied for and received veterans’ benefits. Even though, as his representative, I have completed many applications for such things as project grants, scholarships, and fellowships, this one to the Veterans’ Administration was probably the most complex and extensive, requiring considerable documentation as well. Dad and I were very fortunate to have been referred to you by Lee Mayo, LPN, of Desoto Memorial Hospital in Arcadia, Florida.

I recommend that anyone without experience with such bureaucratic forms and processes seek your aid and advice. While I was fortunate in being able to wade through the process, many people would likely fall short of its completion due to one or more of several aspects: detail, documentation, belief, patience, or lack of knowledge. Looking at it all from this side makes me even more aware of the need for the assistance of a person with your knowledge and skills.

Dad joins me in thanking you for your help and encouragement. This side of the process has made the application process well worth the time and effort. Now, with his benefits, he will be able to afford many basic services and support that would never have been possible previously.

Sincerely,

Dale H. Melton, Ed.D

Hello Mr. Glenn Scott,

I would like to take this time to thank you for all of your time and assistance in fiving my mom elder care advice and helping her to receive her veterans’ benefits. With your helpful advice and always smiling disposition, my mom is finally receiving WWII benefits for the surviving spouse in assisted living care.

Due to your expertise and knowledge, she was able to get the benefits that she deserved. Not only did you explain everything to us so efficiently, but your friendly calls back to us checking up and advising us what to do and how to do it were the key to her receiving the help she needed. I would highly recommend you to others, and would always be willing for you to use my name for anyone who is interested in using your services. They would be welcome to call me or write. Even though I am out of state, you cared and gave the same help as is I lived in Florida. I am 100% satisfied with your help. I didn’t know that to expect at first, but you saved the day for my mother.

With my mother’s limited resources, your assistance makes a big difference in her care. She was so happy when she got the aid and wanted to tell you: Thank you and God bless you. My mom is relocating down to Florida later this summer.

Sincerely,

Ronald Cervenka (Son) and Lorraine Cervenka (Mother)

To Whom It May Concern,

It is with great pleasure that I can recommend Mr. Glenn Scott who has been my loyal financial advisor and friend since we first met.

I have found Glenn to be honest, forthright and totally dependable in all of my dealings with him. After experiencing the recent loss of my husband and a diagnosis of cancer for myself, Glenn went far above the call of duty to ensure that not just my financial needs were met, but he visited me in the hospital to deliver some paperwork for me to sign to expedite my affairs.

When Glenn says something will be done on a deadline, he meets that deadline and personally delivers whatever documents are needed. His calling card does not just say that he makes house calls; I can vouch for that as a fact. I know I can count on him and in these troubling economic times, that is very reassuring for me.

I would gladly recommend Glenn and his services to anyone seeking fidelity and up-to-date knowledge of the best financial plan for any individual or family. My relationship with him and Elder Planners will continue until I am gone.

Sincerely yours,

Barbara J. Schwemberger

Glenn,

You give so much of yourself in the kindness you show and the lives you touch. That’s why you deserve a heartfelt “Thank you” and a wish that all of the goodness that you share comes back to you.

Thanks so much!

Cleo Curry and family

Dear Glenn,

We all want to thank you for all of the hard work and long hours you have spent helping our mother, Cleo Curry, in getting her veteran benefits.

We did not even know where to start in accomplishing this task, but others that you have helped along the way recommended that we call you. You have been a gift from God! You explained the process to us, told us what information we needed and worked with us for many hours to get this together. We can’t thank you enough for being there for us.

Mom is so relieved now that she has this help. She has gone through so much after losing our dad. Every time we called you were always there to help and we want you to know how much we appreciate you. We pray for blessings in your life as you have blessed us. Our mother, Cleo, sends her thanks along with us.

Thanks so much!

Shirley Johnson,
Ward Curry Jr.,
Betty Knight,
Mary Penia