Are you a single person or a couple nearing or at retirement?

 

I am not a financial planner in the traditional sense.  I do not provide investment, insurance or annuity recommendations or manage client investment portfolios.  I do provide critical information about your health costs not available anywhere else.

 

Would you like to know your risks for long-term care and other health costs?

Would you like an unbiased analysis of whether you gain by purchasing long-term care insurance?

Would you like guidance in navigating through all the options of Medicare?  

 

I also incorporate the health care costs into a comprehensive financial plan if you desire.

 

Using your investment strategy, expense budget and other financial aspects of retirement, I compute the probability

that you will not outlive your assets, and meet your other financial goals.   This includes, if you desire, an analysis of the best (for you) Social Security claiming options.

 

I can perform this analysis at a very reasonable cost.  

Please contact me for a free no obligation initial conversation by filling out the form at the bottom of this page.