Bernard Healthcare Financial Planning

Comprehensive. Fee-only. Licensed healthcare advisors.

Bernard Healthcare Financial Planning

Comprehensive. Fee-only. Licensed healthcare advisors.

Helping financial advisors give their clients the best healthcare advice. Guaranteed.

Making the right healthcare and health coverage decisions is more important than ever. 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.

Become a more comprehensive fiduciary.

Stand out. Win new clients.

Give clients peace of mind in a complicated area.

The Retirement Healthcare Gap

For most Americans, healthcare is the biggest expense in retirement, but many financial advising clients are underprepared. Clients can save money by choosing the right Medicare strategy, taking note of new Medicare options offered every year and keeping timing in mind.

$285,000: The estimated cost of healthcare in retirement for a couple retiring this year
65: The age most Americans are eligible for Medicare coverage
18: The number of different Medicare strategies identified by our advisors

Some of the firms who partner with us:

Bernard HFP Savant Partner Logo
32
31
Bernard HFP GW & Wade Partner Logo
29
28
27
26
25
24
23
22
21
20
19
18
17
16
15
13
12
11
10
9
8
7
6
5
3
4
2
1
Bernard HFP Balentine Parter Logo
Bernard HFP Keel Point Partner Logo
33
Bernard HFP Keystone Partner Logo
30
Bernard HFP Cahill Partner Logo

Speak to a Bernard Healthcare Financial Planning representative today!