Services We Offer

Overwhelmed by the important decisions you need to make regarding your, or your loved one's, long term medical and financial well-being? IFFS can help you coordinate information, evaluate recommendations, and understand the fine print from various healthcare, insurance, and government sources.

Financial Management

• Pay bills
• Manage regular banking services
• Balance checking account
• Organize tax records
• Oversee investment portfolio
• Negotiate with creditors

Insurance Administration

• Oversee medical insurance and Medicare claim filings
• Explain benefit coverage, including Medicare A, B and Part D
• Resolve potential claim problems with providers
• Perform audits of assessed charges

State and Federal Agency Coordination

• Maximize your share of benefit entitlements
• Assist in completing benefit applications and filings
• Assist in determining qualification for Housing Voucher Program, Section 8 assistance, and other Connecticut and Federal assistance programs
• Estate Conservator appointment for CT Probate Court

Healthcare Management

• Coordinate with physicians, medical management resources, and federal and state agencies for delivery of appropriate personal care services

Housing Consultation

• Assist in identifying appropriate and alternative housing options
• Evaluate nursing home referrals and assist in processing application filing
• Assess various funding options for each housing choice, including reverse mortgage

Vic is very knowledgeable and a pleasure to work with.
His assistance in addressing
my mother's financial, physical, and emotional well-being has been invaluable.

Laura