Think about health and wealth together. Together is better.
A health crisis doesn’t have to become a financial crisis, too. But the importance of planning cannot be overstated. That’s why we offer a holistic approach to financial planning for a plan of care, coordinating input from medical, legal, family, and financial stakeholders. Our advising is delivered through a seasoned financial lens while keeping personal healthcare needs in sharp focus.
Why work with us? We deliver projections for best-care scenarios.
We try to deliver hope when its possibly needed the most. We’re proud to help a growing network of direct care providers and advisers get the most well-rounded financial protection for their clients. We’re a trusted partner in financial planning with expertise modeling healthcare challenges.
Expecting the unexpected — for the past 20 years.
Today, we offer highly specialized expertise in how to best navigate potentially life-altering financial situations. During a health crisis, financial planning gets complicated. We’re here to simplify it.
Think of it as your plan of care with a funding strategy.
Whether you work for a retirement community, healthcare system or another organization, your families (or clients) could be hit with an unexpected health crisis at any moment often becoming a financial crisis as well. Get informed now. So, you can empower families later. We’re here to help.
Plan the best way forward.
Nothing can prepare you (or your loved ones) for a health crisis. But you don’t have to go at it alone. Our mission is to empower your decision making. We know your circumstances are unique — and so are your dreams. That’s why we take the long view to give you a plan with options. So you can choose your path for the best way forward.
Be a better advisor.
When a health crisis impacts your clients, financial planning is only half the battle. We’re here to help you think beyond the services you currently provide. Learn to advise your clients more holistically and proactively — don’t wait for a major health crisis to happen. Tap into our resources today. And get your clients prepared for tomorrow.
Top Reasons to Work with Us:
Get recommendations that are
independent and objective
Learn how to possibly achieve
(financial and health)
Gain clarity on the affordability of
Benefit from 20 years of expertise in
life care affordability planning
Make better healthcare decisions
based on realistic financial assessments
Trust our transparent business model
embodied by fiduciary principals