The Client Experience

Supporting Clients Through Retirement

The Client Experience

Supporting Clients Through Retirement

Help your clients with:

Workplace plans

Continued group coverage

Individual marketplace plans

Off-exchange individual plans

Short-term health insurance


How we work with your clients

1) The advisor refers a client to Bernard Healthcare Financial Planning.
2) The client works with a licensed, fee-only healthcare advisor to create a personalized healthcare financial plan.
3) The client receives ongoing, unlimited support from their Bernard Healthcare Financial Planning advisor.
4) Advisors receive quarterly reporting from Bernard Healthcare Financial Planning.

Since 2010, our team has helped over 10,000 individuals and families.
Here's what they're saying:

“I want to thank you for your excellent service, care, and especially patience with me for my Social Security enrollment. Healthcare is a devil of complexity when it comes to the finances. You have been patient, professional and knowledgeable every step of the way. I could not ask for more.” – Doug, Nashville

“The Bernard advisor is an angel - more helpful than you can imagine. She sent us information that was thorough and informative. Thank you so much for putting us in touch with her. Saved us a lot of headaches – but I think we may have given them all to her!“ – Jeanette, Colorado

“This will probably be the best insurance that I have ever had. It has been a most welcome and helpful experience from start to finish. I am extremely grateful to Bernard Healthcare Financial Planning for taking a very stressful, time-consuming decision and educating me in a most organized and efficient manner.” – Delores

Bernard Healthcare Financial Planning services:

Advice and help enrolling in medical coverage

Doctor / provider recommendations

Advice and help in enrolling in drug coverage

Healthcare policy updates & content to share with clients

Advice and help enrolling in Social Security

Advance Directive / Advance Care Planning

Medical bill review and auditing

Advice and help enrolling in dental/vision

Year-round advocacy on healthcare questions

Advice and help opening health savings accounts

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

Marketing collateral to share with clients

Advice and help enrolling in international travel health insurance

Speak to a Bernard Healthcare Financial Planning representative today!