Business Focus 3

BUSINESS FOCUS #3

HEALTHCARE IN RETIREMENT

3 sentences on Why I provide this Service?

Rising healthcare costs are the number one concern of investors nearing or already in retirement.

Actively listening to the concerns of my clients demands that we develop a plan to combat the effects that increasing health care costs can have on retirement savings.

For investors nearing retirement, this is a huge expenditure to plan for on top of normal living expenses.

3 Sentence Process for how I provide this service?

Tackling healthcare expenses in retirement demands extra attention while financial planning

By leveraging the latest retirement planning software, together we model the amount of spending you will need in retirement to prepare as best we can for those costs.

I have also teamed up with local healthcare insurance specialists who will meet with you, at no charge to you and at no financial gain to me, for an annual review to ensure we align you needs with suitable Medicare and Supplemental insurance options.

My 3 sentence explanation of how this service benefits clients

As a retirement income specialist, helping clients better understand and account for healthcare costs bring tangible value and greater peace of mind.

Together, we determine whether or not Long Term Care insurance is an appropriate vehicle as either portfolio insurance or to help retirees avoid dependence on relatives.