Kit Batina is a financial services professional specializing in the aged 55+population in the San Francisco Bay Area. She holds a bachelor's degree in Economics from the University of California in San Diego and a master's degree in Health Services Management & Policy from The George Washington University in Washington, D.C. She has received the Graduate Estate Planning Consultant (GEPC) designation from the National Institute of Estate Planners. Kit has received the Certified Estate Planner (CEP) designation from the National Institute of Certified Estate Planners (NICEP). Kit is a member of the Peninsula Estate Planning Council (PEPC).

A California licensed nursing home administrator, she specializes in senior financial concerns including: asset preservation, estate planning/wealth transfer, long term care planning, Medi-Cal planning, retirement/post retirement planning, and IRA Distribution Planning.

She is a Certified Senior Advisor (CSA).

Batina Financial & Insurance Services has been accepted as a member of the San Mateo County Better Business Bureau (BBB).

Please see her listed as a recommended advisor on page 226 in IRA expert Ed Slott's latest book entitled:  Parlay Your IRA Into A Family Fortune.

Kit is an approved member of the Senior Lending Network, a resource for reverse mortgage information. She is also listed as a referral for those needing information on Medi-Cal planning and long-term care advice with the Bay Area Alzheimer's Association, having spoken to support group members for years.

TESTIMONIALS

"After meeting her competitors, it was clear to my wife and I that Kit was the one to help us. As a man in my mid 80's, I can sleep at night knowing Kit has helped me ensure that my wife and family are taken care of."
-Jack Marshall

 

"With Kit's help, we went from paying $6,000 to paying less than $400 while my mother stayed in the same bed, with the same level of care , in the same facility! Had we not met Kit, we would never have known that such planning for nursing home care was available. She has saved my family thousands of dollars already." - Diana Dunaway

"Kit saved nearly $80,000 of my mother's estate from being depleted by a nursing home. She is extremely knowledgeable regarding senior issues." - Pat Osborne

 

 

Avoid Being "Wiped Out" by Nursing Home Costs

The government can literally claim everything you won including your house, Social Security check, CD's, everything wiped out! Revocable Living Trusts don't help! There are strategies to protect you from financial disaster, even if you don't have or can't qualify nursing home insurance.

Call for a FREE REPORT on how to prevent loss of your hard earned money and assets. 800-758-3152 (24 hour recorded line) BatinaFinancial & Insurance Services California Life Insurance License Number: 0D86673

Kit, Friends, & Family