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Matthew D. Yokie

President & Founder

"We help people just like you to gain
clarity and piece of mind in a world of
increasing financial complexity. As your
personal CFO, we build your financial

strength by... read more

 

 

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Contact Information

myokie@brookstoneadvisor.com

Provident Retirement Advisors

Client Meeting Location:

3107 E Corporate Edge Dr.
Germantown, TN 38138
   901-853-5507

 Office Mailing Address:

10928 E Shelby Dr.
Collierville, TN 38017

 







 




















 

Veterans Aid & Attendance Pension Planning

The VA Aid and Attendance Pension is one of the most under utilized benefits available to US Military War Period Veterans today.

This VA Improved Pension provides financial assistance to qualified veterans and their surviving spouses of up $2,169 per month. This pension is a benefit that veterans earn due to their service to our country, but few have ever heard about it.

The Aid and Attendance Pension was established to provide financial assistance to veterans and their spouses, allowing them to live out their lives in dignity and afford basic necessities.

The benefit is not dependent upon service related injuries. It helps cover the cost of qualified, un-reimbursed medical expenses, including in-home care by an outside provider as well as by a family member or at an assisted living facility. Though it has been in existence for decades, most veterans and their families have never even heard about it, or, if they have heard about it, they have not been given the guidance on how they can qualify.

THE BASIC CRITERIA FOR QUALIFYING:


1. The Veteran must have served at least 1 day during a qualified war period
2. The Veteran must have served at least 90 days of active duty
3. The Veteran must have received a better than dishonorable discharge
4. The Claimant is over the age of 65 or permanently or totally disabled
5. The Claimant is a surviving spouse of a qualified Veteran and did not remarry
6. The Claimant or spouse needs assistance with daily living requirements
7. The Claimant's monthly medical expenses equal or exceed their monthly income

We take a comprehensive approach with the help of our VA accredited legal partners. This ensures the Claimant is protected - not just their money. While we are trained to handle the financial component, our attorneys are trained in managing the complexities associated with the veteran's VA Aid and Attendance Pension qualification process. The financial and legal planning process in this area works well blended together and enables us to protect our clients from financial hardships in other areas as well.

Most of us know veterans - directly as family members or indirectly - who might qualify for this benefit they EARNED through service to their Country - and all of us! What a shame it would be for them to miss out on this valuable pension improvement. Please do your part to help them. click here to contact us or call us today for more information at 901-853-5507.

 

 Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM),  a SEC Registered Investment Advisor. BCM and (Provident Retirement Advisors) are independent of each other. Insurance Products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management.