Healthcare Planning

Planning for healthcare costs is an essential part of retirement and financial planning. The Advisory Group helps clients anticipate and plan for healthcare expenses, from Medicare decisions and supplemental coverage to long-term care planning. Through the TAG Optimization Process (T.O.P.), we integrate healthcare planning into your overall financial strategy, evaluating how healthcare costs fit alongside your income needs, investment plans, and estate goals. By reviewing potential out-of-pocket costs, exploring insurance options, and factoring healthcare into long-term budgeting, we help clients make informed decisions about their healthcare coverage at every stage of retirement and beyond.

Prepare for medical expenses by evaluating coverage, costs, and future needs.

Managing Future Healthcare Costs

Healthcare expenses can increase over time, especially in retirement. TAG helps you estimate potential costs and explore funding options to keep your financial plan on track.

Preparing for Long-Term Care Needs

Long-term care can be a significant financial consideration. TAG helps you evaluate coverage options and plan for care needs so you’re better prepared for life’s changes.

Navigating Medicare and Insurance Decisions

Choosing the right healthcare coverage can be complex. TAG provides guidance on Medicare, supplemental insurance, and other healthcare options to help you make informed decisions.

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Let’s predict future long-term care needs for you or a loved one, and guide your planning.

Healthcare Planning

Frequently Asked Questions

How does healthcare planning fit into my retirement plan?

Healthcare expenses are a significant consideration in retirement, which is why The Advisory Group incorporates healthcare planning into your overall financial strategy. We review Medicare options, supplemental coverage, and potential long-term care needs to help you anticipate and plan for healthcare costs.

What options are there for paying for long-term care?

Long-term care insurance is one option for managing future healthcare costs, but it’s not the only solution. We help clients evaluate whether insurance, self-funding, or a combination of strategies fits their personal goals and financial situation.

When should I start thinking about healthcare planning?

It’s helpful to begin considering healthcare costs well before retirement. By discussing healthcare planning early, The Advisory Group can incorporate those expected expenses into your retirement savings and withdrawal strategies.

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Let’s Talk About Your Future

Your financial goals deserve a thoughtful approach. Whether you’re planning for retirement, growing wealth, or managing life changes, we’re here to help. Schedule a complimentary consultation and start building a strategy that aligns with your vision.

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Brian Nauman IA Insurance License No.266151 Bradley Nauman IA Insurance Lic No.19873794. Lucas Dengler IA Insurance License No. 19220122. Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.

The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

Healthcare Planning

Managing Future Healthcare Costs

Healthcare expenses can increase over time, especially in retirement. TAG helps you estimate potential costs and explore funding options to keep your financial plan on track.

Preparing for Long-Term Care Needs

Long-term care can be a significant financial consideration. TAG helps you evaluate coverage options and plan for care needs so you’re better prepared for life’s changes.

Navigating Medicare and Insurance Decisions

Choosing the right healthcare coverage can be complex. TAG provides guidance on Medicare, supplemental insurance, and other healthcare options to help you make informed decisions.

Let’s predict future long-term care needs for you or a loved one, and guide your planning.

Healthcare Planning

Frequently Asked Questions

Maximizing Your Social Security Benefits

Protecting Your Savings: Strategies for Managing Retirement Healthcare Costs

Plan Ahead to Meet Rising Retirement Healthcare Costs

5 Reasons Women Should Plan for Long-Term Care

Let’s Talk About Your Future

Fresh Insights, Direct to You.

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