We believe it is critical to model in potential health risks when developing a financial plan. We utilize an outside company, Genivity, to assist in modeling healthcare costs. They utilize a methodology and analytics based on millions of data points to provide personalized longevity and health cost projections.
Click on the link below to take a Health Analysis and Longevity Planner (HALO) Assessment.
Note: At the end of the assessment you will receive a summary, and the full report will be emailed directly to SouthShore Financial Planning. We will then reach out to discuss the full report in more detail.