Stronghold Financial - Scottsdale, Arizona

Frank Cabrera

Katie was a pleasure to work with. Katie goes up and beyond to help, support, and look out for her clients. Katie was professional and took the time to answer all questions as well as respond timely. During these times, it is nice to have someone like Katie on your side. I recommend her to help with all your financial needs.

Greg Legeza

Without question Katie is the best at what she does. She was able to correct another firm's mistake and save my family tens of thousands of dollars. Her whole team treated our case like it was their number one priority. The ongoing communication and attention to detail was second to none. When you're dealing with a loved one's mental and physical decline as well as the financial burden, having someone who truly cares fighting for you makes tough times a little less stressful. Katie and her team where able to get my mom qualified for ALTCS in about 30 days. I can't thank Katie enough. If you are looking for help look no further!

Jennifer Spielvogel

Our family has utilized the Arizona Long Term Care ("ALTCS") program when both parents required advanced health care. If not for the ALTCS program, we most certainly would not have been able to afford a fraction of the health care services needed for many years.

Working the ALTCS application on our own was incredibly challenging and while we were able to get approval, it took several months and numerous attempts. Due to the program's stringent and ever changing guidelines, it was extremely stressful to not only become eligible, but to maintain the financial limits to remain eligible. The process is time consuming and as guidelines and rules can fluctuate from year to year, it can be tremendously overwhelming, but thankfully, we were referred to Stronghold Financial.

Since the moment we began discussions with Katie Brenneman at Stronghold Financial, we knew we were working with an expert. Katie is well versed in every aspect of the ALTCS process and has solid connections to those within the program. Having her as a point of contact was key. She was able to explain the process, answer any and all questions, submit the application, coordinate the interviews and get approvals within anticipated timeframes. If not for her guidance and expertise, we very well may not have been able to get qualified. The benefits of Stronghold's services far outweigh the cost of their fees and we believe Katie's involvement was worth every penny.

We highly recommend Stronghold Financial to anyone seeking assistance with Arizona long term care. Their service was invaluable and we are beyond grateful for their assistance.

Charles Garrison

Recently, it was recommended to me that I utilize the services of Stronghold Financial to obtain the approval of a family member into the Medicaid system. The application process is formidable, and it is safe to say that without their assistance, it is doubtful that we would have been able to navigate this process with any degree of success. The ability of Stronghold Financial to simplify, to a large degree, this process is no small feat. Their assistance in both the financial and medical aspects made it a process that was both simple and understandable. It should also be noted that of equal importance is their understanding of the emotional needs of the family and their dealing with these during the process. I heartily recommend their services to anyone seeking Medicaid approval. It is well worth the investment, without question.

Janell Taylor

I couldn’t be more satisfied with Katie and her team at Stronghold Financial, and my expectations were extremely high.
We were told how they could help us, we were made well aware of what our obligation would be to the process, and what results we could expect. They delivered - period!
The professionalism and care with the process exceeded my expectations. We had a terrible experience with another firm prior in getting my brother approved for Medicaid, after he suffered a stroke as a result of an accidental surgery issue. At 69 his world changed overnight and his lifestyle took a turn for the worst, rendering him unable to walk, speak easily, swallow and even tend to his daily needs. Our lives changed as well as caregivers. Katie and her team showed great compassion and care in dealing with my brother in a professional yet considerate manner.
Stronghold financial was able to get my brother approved as promised.
It’s rare these days to find professionals that perform at the highest level and who pay attention to every detail without missing a beat. I’d highly recommend Stronghold financial for any Senior needs you and your family may have.
We consider them a part of our care family now!

Vickie Roosa

Katie Brenneman and her team worked with us to get my Mom eligible for the ALTECS program. Each and every step were explained in detail that was easily understood which made the process seamless and worry free. I would highly recommend Stronghold Financial. It really was a worry free experience. I knew I was in good hands throughout the process.

Michael Ford

My dear friend had a stroke late last year and by early spring 2023, it became necessary to take steps to transition him from private pay to state aid. His sister who lives locally and I engaged another firm in early spring in order to assist us in this journey. After a disastrous performance by that company , during which time my friend's financial situation had become dire, we were referred to Stronghold Financial.

What a lifesaver Stronghold Financial was in securing the necessary approvals for my friend! Katie and her crew performed magnificently, guiding us through the many twists and turns these past couple of months. Their expertise, guidance, and compassion was stellar (which was sorely lacking with the other firm). Katie's patience was unmatched and her insight and wisdom and kindness shone through at every turn.

My friend was finally approved late last week, due mostly to Stronghold Financial's attention to detail, quick replies to our questions and impeccable professionalism.

I highly recommend Stronghold Financial as your first call if you should ever be in a situation where you need this type of expertise, efficiency and most of all, results.

Katie and her company are angels in my book!

Tod Isaacson

I recently used Stronghold Financial to help my wife navigate the Medicaid approval process, and I couldn't be happier with the results. The team at Stronghold Financial was incredibly helpful and knowledgeable, and they were able to guide us through the entire process with ease.

From the very beginning, the staff at Stronghold Financial was friendly and responsive. They answered all of our questions and made sure we felt comfortable every step of the way. They even provided us with helpful resources and information that we would have never known about otherwise.

Thanks to their expertise and guidance, my wife was quickly approved for Medicaid, and we were able to access the healthcare services that we needed. I can't thank Stronghold Financial enough for their exceptional service, and I would highly recommend them to anyone in need of assistance with the Medicaid approval process.

Thank you again Katie, Gage and Tammy - I could not have done this without all of you.

Sincerely,

Tod Isaacson