Retirement Health & Care Planning
A Financial Plan for retirement is a great idea. An area that is difficult to forecast and often ignored by planning that forecasts using solely goals, assets and risk tolerance is what retirement health looks like. We use science, personal history, our experience in workplace health plans and software to forecast your health needs. We then add that information to your financial plan. It gives you a whole new dimension to consider when thinking about your retired life.
If you let us, we'll look at:
- Family Health History
- Projected Active Years
- What to expect for Assisted years
- Longevity and lifespan probabilities
- Projected Out of Pocket costs for health care and long-term care assisted years.
We also have resources to help with Medicare Supplements, Medicaid planning and spend down management and Estate Planning.