Life has unexpected events, that’s why it’s critical to consider potential health risks when developing a financial plan.
Health and wealth are closely knit together in financial planning. When creating your plan, get started by asking yourself the following questions:
- How much could health care cost?
- What are my options for paying for health care?
- What are my projected health risks?
- What’s my projected longevity?
How HALO can help
HALO by Lumiant is a health analysis and longevity optimizer that helps you:
- Plan for your most active and healthy years in retirement.
- Determine how many years of additional daily care (in-home care/ assisted living facilities) you may need and what the estimated costs could be.
- Estimate out of pocket care costs throughout your lifespan and how those costs may change during your different life stages.
Get Started
What impact could your health have on your future wealth?
Take the HALO assessment to help you determine future health care costs.
Note: This link will take you to Lumiant’s website to answer health and lifestyle questions in order to create a health care cost analyzes report. You will receive a summary, and the full report will be emailed directly to your Advisor, who will contact you to discuss the report and its effect on your financial plan.
Contact Us
For more information or if you have questions, please contact me
5005 Colley Avenue Norfolk, Virginia
P: (757) 909-7151
E: contact@1oakfinancial.com
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, coaching, and education services offered through Ideas by Mike, LLC, DBA 1.oak Financial. Ideas by Mike, LLC, DBA 1.oak Financial, is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.The information presented is hypothetical and for illustrative purposes only and should not be used as the primary basis for an investment decision. Please consult a financial advisor to discuss your individual situation prior to making any investment decision. When you access this link, you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. We are not responsible for any liability or consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.HALO by Lumiant is not affiliated with or employed by 1.oak Financial or Advisory Alpha, LLC, and is not licensed to provide investment advice. 1.oak Financial and Advisory Alpha, LLC do not provide health assessment or longevity services.