allWEALTH®
Aligning Your Wealth to What Matters Most
Healthcare Planning
While it is wonderful that both men and women are living longer lives, a major concern of many clients is covering healthcare costs in retirement. The shocking average lifetime cost for healthcare is an important consideration we incorporate when developing financial plans for clients. Additionally, Medicare is complicated, and enrolling at the wrong time or choosing the wrong coverage can have expensive financial and personal health consequences. Our advisory team can guide you through the process and give you confidence that you are proactively planning for your healthcare needs of the future. Specifically, we can help you with:
- Medicare Enrollment assistance
- Understanding your Medicare coverage, premiums, and out-of-pocket costs
- Estimating state-specific long-term care costs and build these into your financial plan
- Ongoing Medicare education and annual reviews
Our advisors go beyond the macro goals of planning and investing for the financial security of our clients and their families. We look at the entire picture, from planning to cover healthcare costs to addressing life-enhancing micro-goals. Diverting these resources towards improving family relationships, spending more time using gifts and talents to improve the lives of loved ones, or contributing to causes close to the heart can truly have a positive impact on our clients’ lives. Our comprehensive wealth management process helps clients:
- Assess their financial situation
- Achieve life and legacy goals
- Determine appropriate asset allocations and design customized investment portfolios
- Monitor investments ongoing and make strategic adjustments as necessary
- Understand reports to track progress
Schedule Your Complimentary Healthcare Review
Resources & Articles
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including market and asset class movement.
When considering options for securing a stable retirement income, annuities often come into the conversation as a viable solution. But with so many types and details involved, it’s essential to understand what an annuity is, how it works, and whether it aligns with your financial goals.
However you plan on spending your retirement is up to you, yet it will likely be the most expensive thing you will have to pay for.
