Billy Pace Client Testimonial

By: Elaine Marze


Billy Pace is well-pleased with the job SAFE Planning has done in qualifying his wife, Virginia Gayle Pace, for Medicaid while saving his assets. Virginia had MS before she developed dementia, and Billy took care of his wife for two years before he decided he needed help. After 60 years of marriage it was a very hard decision to make, but Billy knew their situation was worsening and Virginia needed more help than he could give her.

One of their two sons was a friend of Ric Cochran who works for SAFE Planning, and Billy said his son kept telling him he needed to talk to Ric so he eventually made an appointment and spent over an hour with Ric discussing not only Medicaid approval for Virginia but also his Will and Power of Attorney.  The initial consultation is free, but Billy said he gasped when Ric told him what the planning fee was.  “I sat there for two whole minutes considering, but then I thought about what it would cost me per month for nursing home care, and I realized it was really a good deal so I told Ric, ‘Okay, let’s do it.’”

"They (SAFE Planning) have just blown me away with what they were able to do for us,” said Billy. Ric applied for us in December, and it was May before she was approved, but it saved us our savings. I’ve talked to four or five of my friends, recommending they call Ric. There’s no way I could have done what they did dealing with the Medicaid people.”

Billy and Virginia have seven grandchildren and three great-grandchildren, via their two sons.