Siemens, Field & Associates
  • Asset Protection Specialists
  • Wealth Management Specialists
  • Medi-Cal and Government Benefit Specialists
  • Financial Counselors
  • Long Term Care Protection Specialists

Siemens, Field and Associates, Inc. has 75 years of cumulative experience. Our Professional Advisors, Case Managers and Registered Nurse assist and counsel our clients as personal responsibilities increase and the need for actively handling of family financial matters arise.

Call Us 877.439.4471
   

Request Service

 

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Do you have (Check only if yes)

Own Home?

Life Insurance?

Savings?

Other Property?

Social Security?

Checking?

Vehicle?

Pension?

Burial?

Power of Attorney?

Investments?

Other Assets?

Trust?

IRA/401K/403B?

 

 

Will?

Stocks/Bonds?

 

 
   

Married?

if yes, do you have more than $109,560   

if no, do you have more than $2,000       


Eligibility for Veteran's Benefits

Are you or your spouse a Veteran?         

Do you have more than $80,000 in liquid Assets?     

Are you paying privately for some level of assistance (including walker/wheelchair, etc.)

Tax free benefits are needs based

       

By filling out this information you give us permission to contact you for a complimentary consultation to better assist you with your needs.

 

 



















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