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

Care Cost Planner by Genivity

HALO by Genivity 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 Genivity’s website to answer health and lifestyle questions in order to create a health care cost analyses 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

Dan Kaibel
2000 W. Center Drive
P: (773)466-2610
E: dkaibel@purposefinancialplanning.com

 HALO and Purpose Financial Planning LLC are distinct and separate companies with no common ownership. Every effort has been made to ensure accuracy at the time of the report however, accuracy is not guaranteed.