Support Clients Through Retirement

Bernard Healthcare Financial Planning provides the following services:

Advice and help enrolling in medical coverage.

Advice and help in enrolling in drug coverage.

Advice and help enrolling in Social Security.

Healthcare policy updates & content to share with clients.

Marketing collateral to share with clients.

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Advice and help enrolling in dental/vision

Year-round advocacy on healthcare questions.

Medical bill review and auditing.

Advance Directive / Advance Care Planning.

Doctor / provider recommendations.

Organization of all the information on an ongoing basis. (doctor list, RX list, insurance benefits and effective dates)

Health Summary Report to share with PCP

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Making the right healthcare and health coverage decisions can be critical for consumers, especially as expenses in retirement are estimated in the hundreds of thousands. Smart financial planners are embracing this as an opportunity to provide better service and win new business by filling the gaps in healthcare advice.

Bernard Healthcare Financial Planning has more than a decade of experience advising individuals and families on medical and drug coverage options. Our noncomissioned healthcare advisors can answer client questions, lead seminars, complete analyses and deliver personalized healthcare recommendations, allowing planners to roll healthcare advisory into their practice without hiring a dedicated staff member.

Advice and help opening health savings accounts

Making the right healthcare decision can be critical for consumers, but there’s a lack of good advice available. Smart financial planners are embracing this as an opportunity to provide better service and win new business by stepping up and filling the gaps in healthcare advice.

Bernard Health’s Healthcare Extension gives financial advisors access to a team of licensed, noncommissioned healthcare advisors who answer client questions,  complete analyses and deliver personalized healthcare recommendations each fall. Through the partnership, planners can roll healthcare advisory into their practice without hiring a dedicated staff member. 

By including comprehensive healthcare support as part of their financial planning process, planners say they’re adding value in an area of significant financial concern to clients and prospects where many of their competitors are falling short.

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What advisors are saying:

"Our clients count on us to help them make smart financial decisions. Healthcare is an increasingly important part of financial planning, and we’ve made an investment to ensure our clients are getting the best possible advice in this complicated area."

Spencer Hall, 
Retirement Planning Services | Knoxville, TN

"For financial planners, working with Bernard Health just makes sense. We are glad to be able to make Bernard Health’s healthcare expertise available to our clients as part of our suite of financial advisory capabilities."

Jennifer Sexton, 
Sexton & Associates | Murfreesboro, TN

We are currently working with the select financial advisors and practices at the following firms: