ESP Financial Services, LLC
ESP Financial Services, LLC is a California estate planning firm which specializes in educating and assisting seniors so they can make better decisions concerning Estate Planning, Financial Planning, Tax-Free retirement income, long term care, assisted living, Medi-Cal and Veteran's Aids and Attendance program. Our dedicated and experienced team has the breadth of experience and uncompromising integrity which you can rely on to protect your assets, family and future.
We will explain the complicated issues you need to grasp in a manner you can understand. We will listen to your concerns. We will work with you to develop and implement the specific plan which best accomplishes your objectives.
Now more than ever people need an experienced advisor they can trust to provide comprehensive and compassionate guidance. Delays can lead to headaches and heartaches. We welcome the opportunity to discuss how we can help you. We have helped hundreds of families protect their hard-earned estates against the complexities of the Medi-Cal process and the crippling costs of nursing homes, assisted living facilities, and in-home care.
Our mission at ESP Financial Services, LLC is to educate seniors and their families with legal planning options pertaining to Medi-Cal, providing information that empowers and enhances the ability to maintain dignity and independent living. We develop an individualized plan that protects your assets, allowing you to obtain government benefits while maintaining regulatory compliance with State Medi-Cal laws. Your individualized plan starts with the first telephone assessment.
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Proudly serving Ventura, Santa Barbara, Los Angeles & San Luis Obispo Counties.
Rod S. Hormell, CWPP, CMP, RIA, CSA
ESP Financial Services, LLC
Phone: (805) 376-8070
925 Broadbeck Drive Suite #220
Thousand Oaks, CA 91320
About Rod Hormell
As a result of his foresight, innovative ideas, and unique Medi-Cal product solutions, Mr. Hormell has earned the distinction of being called a "Pioneer of Medi-Cal Planning." In order to maintain this distinction and grow his practice, Mr. Hormell is continuously educating his staff on the Medi-Cal rule changes that impact California. At the same time, in order to keep his Medi-Cal products relevant to the times, Mr. Hormell has established key relationships with marketing executives of major insurance companies, providing the right path for prospective Medi-Cal recipients to maintain their assets without impoverishing the stay-at-home spouse.
We were advised up front as to the cost of services so that there were no (surprise) expenses later on. Whether it included the preparation of a Revocable Living Trust, Irrevocable Trust, Wills, Powers of Attorney, Trust administration, handling a Probate or complex Medi-Cal planning. ESP Financial Services, LLC (Rod S. Hormell) honored our wishes in assisting our family with Mom's Medi-Cal planning needs. It was a painless process that ESP made seamless and very tolerable.
- Cherianne Johnson & Patricia Fairchild
About the NCPC
The National Care Planning Council and its affiliated
members are dedicated to helping families recognize the need for long term care planning and to helping
implement that planning. Integrity, honesty, and a genuine concern for those who are in need of (or may need)
long term care are at the heart of our services.