Serving ALL of Illinois for 28 Years! - Call Now For Free Consultation

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Advocates for Elderly and Disabled

Protect Your Family Assets

  • Home
  • Auto
  • Bank Accounts
  • Stocks, Bonds, &  Mutual Funds
  • IRAs
  • Farm
  • Life Insurance and Annuities

Our Approach

At Lighthouse, we specialize in bringing the Medicaid planning law to your corner. We are dedicated to understanding what results you want and to helping you understand what actions we can take on your behalf. We will work with you every step of the way to make sure that you understand the choices you are making and feel empowered to make them.

A Team in Your Corner

Our Medicaid planning team has the experience and knowledge to protect your family assets.   The goal is simple - to maximize and optimize the Medicaid benefits you are entitled to receive.  With Lighthouse you have a dedicated TEAM working on your behalf.

Legacy of Success

Working together with families all over Illinois to protect assets for 28 years! A proven track record of success. We use that experience to help you down a path to the results you need. Ask about our success stories, and then schedule your free consultation today.

Our Team

Joe Oettel, MCEP, CFP®, AEP, ChFC, President and CEO

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A graduate from The American College and the College for Financial Planning, Joe is our resident expert in maximizing Medicaid benefits for long term nursing home care. When you need your family assets protected, he's who you want in your corner. 


Joe@Lighthouse-Financial.com

Michelle Boner, Office Manager

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Coming to us from managing a medical practice for over 20 years, Michelle brings a strong results-oriented background to our firm. Her record speaks for itself. Applying for Medicaid benefits can be overwhelming. As our client relationship specialist, and passionate advocate helping families protect their assets, Michelle cares deeply about serving your family, and will work to make sure you get the Medicaid benefits you need. 


Michelle@Lighthouse-Financial.com

Kathy Taenzer, Caseworker

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The newest member of our Team, Kathy has a heart for helping families and cares about Seniors.  So many nursing home families simply are not aware one's family "nest-egg" can be protected.  Kathy wants to help your family.  As a caseworker, clients will really get to know Kathy, and her caring personality, as you work together to gather all the financial & legal documentation needed during the Medicaid application process.   


Kathy@Lighthouse-Financial.com

Jerry Schmitt, CFP®, VA Accredited Claims Agent

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A Certified Financial Planner® and Veterans Administration Accredited Claims Agent (since 2009), Jerry has helped families with Veteran's Benefits, Medicaid, Long Term Care Payment Strategies, and Life Care Planning™ since 2005.  He has developed specialized retirement strategies for individuals and families, small business owners, and Seniors. Jerry is a member of the Illinois Continuity of Care Association (past President 2015 -2019). This group’s mission is to educate, advocate, and enhance continuity of care for Seniors.

Young Law Partners, P.C.

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We gladly work with our client’s personal advisors and attorneys if they have knowledge and expertise in the areas of our practice.  If not, we have had a working relationship with members of Young Law Partners, P.C., formerly LaBarre Young & Behnke, since 1999 to obtain legal assistance and services for clients to help complete necessary matters when no such assistance is available through personal advisors.  It is vital to be sure that all necessary federal and Illinois laws and rules are followed to perfect our services to preserve our client’s homes, farms and life savings.  In addition to legal services Young Law Partners, P.C. is available to assist in processing Medicaid applications to insure qualifying for maximum financial benefits and to secure for our client the greatest peace of mind.     

We love our clients, so feel free to visit during normal business hours.

LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC

1300 S. Eighth St., Springfield, IL 62703 Toll Free 800-726-4125 Main Office Line (217) 726-0176 Fax Line 217-528-3662

Hours

Open today

08:30 a.m. – 05:00 p.m.

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