About Bernard HFP

Bernard Healthcare Financial Planning has more than a decade of experience advising individuals and families on medical and drug coverage options

About Bernard HFP

Bernard Healthcare Financial Planning has more than a decade of experience advising individuals
and families on medical and drug coverage options

Healthcare and Health Coverage Advisory

Bernard Healthcare Financial Planning provides healthcare and health coverage advisory services to the clients of financial planners, wealth managers, and elder law attorneys. Founded out of healthcare advisory and software company Bernard Health, Bernard Healthcare Financial Planning allows financial advisors to provide better service and win new business by filling the gaps in healthcare advice, including personalized medical and drug coverage recommendations, without hiring a dedicated staff member.

Some of the firms who partner with us:

Bernard HFP Savant Partner Logo
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Bernard HFP GW & Wade Partner Logo
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Bernard HFP Balentine Parter Logo
Bernard HFP Keel Point Partner Logo
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Bernard HFP Keystone Partner Logo
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Bernard HFP Cahill Partner Logo

Why Healthcare Financial Planning?

Healthcare is complicated. Many Americans say getting their health insurance or Medicare right is more like filing taxes than buying car insurance. Some of your clients might feel this way too.
Bernard Healthcare Financial Planning helps financial advisors provide better service. And win new business. By giving the best advice in this complicated area, including personalized medical and drug coverage recommendations.
Without hiring a dedicated staff member.

Why Healthcare Financial Planning?

Healthcare is complicated. Many Americans say getting their health insurance or Medicare right is more like filing taxes than buying car insurance. Some of your clients might feel this way too.
Bernard Healthcare Financial Planning helps financial advisors provide better service. And win new business. By giving the best advice in this complicated area, including personalized medical and drug coverage recommendations.
Without hiring a dedicated staff member.

Want to learn more about partnering with Bernard Healthcare Financial Planning?