Celebrating Senior Champions
2015 Caregiver Champion
Brian Catale and Associates - Operation Veteran Benefits
A Native of Western Pennsylvania, Brian has been married for 35 years and has raised four beautiful daughters. He is the founder of Brian Catale and Associates and Operation Veteran Benefits, located in Mars, PA. Brian is an active member of his local church and presently a member of the finance committee. Brian is an associate member of VFW post 6664 in Library, PA. Brian is also on the committee for UPMC Senior Communities Benevolent Care Fund and an active participant in the Celebrating Senior Champions Dinner, donating to the Benevolent Care Fund. Brian is the founder and hose of his own weekly radio show, "Wisdom Keys for Retirement", endorsed by Glenn Beck and previously heard in the Pittsburgh area. Brian speaks at various public events about pre-retirement planning and informs retirees on how to improve and sustain their lifestyle while implementing and utilizing Veteran benefits, Medicaid planning, and alternative long-term care strategies that complement wealth preservation, with a focus on transferring assets to the second and third generation of family members while reducing or eliminating legal fees and taxes.
Operation Veteran Benefits assists wartime Veterans, their surviving spouse, and their families in receiving the VA's Non-Service-Connected Disability Improved Pension Benefit with Aid & Attendance, and Medicaid assistance. Brian has helped hundreds of veterans to acquire and maintain the Aid & Attendance Pension, money they so rightfully deserve.
Before starting Operation Veteran Benefits, Brian was trying to obtain benefits for a family member to help pay for their assisted living care. The local VA office mentioned that there was a benefit that pays $90 a month. While attending a conference, Brian found out that as long as the Veteran or surviving spouse is spending more than or equal to their income for care, he or she is eligible for the Non-Service-Connected Disability Improved Pension Benefit with Aid & Attendance, which at the time was over $1,500 per month. This benefit is made available through the U.S. Department of Veterans Affairs to Veterans and surviving spouses who are eligible for a VA pension and require the assistance of another person, or are housebound. It helps to defray the costs of long-term health care so that the Veteran and/or surviving spouse may live the rest of their lives with dignity and keep them off of the Medicaid program. Now, in 2015, a single Veteran with no dependents is eligible for $21,466 per year. After realizing the difficulty of the application process and the inconsistency of the information available, Brian saw a need for assisting Veterans as well as their surviving spouses to obtain the benefit.
Throughout the years, Brian has set up retirement strategies for retirees from many corporations including: GM, Chrysler, GE, Coca Cola, Westinghouse, Federal and Pennsylvania State Employees, Thiel College, Slippery Rock University, Penn State University, and UPMC retirees. Brian has also established 401(k) plans and retirement strategies for various small and midsize companies located across the eastern United States.
Brian is a CEP and has many years of experience helping individuals and families establish a solid foundation for retirement. He creates a Family Legacy Lifeprint that benefits his clients today and in the future. Brian is considered an expert in wealth preservation and risk reduction. People work with Brian because of his compassion, dedication, and education. He demonstrates a commitment to his clients financial and emotional well-being. Brian provides peace of mind to his clients by utilizing the most proven, up-to-date retirement and estate concepts and strategies to leave a Family Legacy Lifeprint.