How to Get Started

To help you with your Medicaid and long-term planning, we need some financial information from you. We have provided a financial data form for you to complete so we can assess your financial situation. This data is confidential, secure and will be seen only by our firm, not by anyone else.

You may complete our online form below or click the button below to print a paper document to complete and fax or mail to us.

Mailing address:
541 East South 11th Street, Suite 101
Abilene, Texas 79602

Fax: (325) 673-3109

Download Form


Online Form