Health Insurance Counseling Philosophy

OUR health insurance counseling PHILOSOPHY

When it comes to Health Insurance, you probably fall into one of four broad categories:

  1. Insured by an employer
  2. Self-employed and thus a purchaser of individual or group health insurance for you and your family
  3. Aged 65 or older and thus Medicare eligible
  4. Between jobs and on COBRA Insurance
     

Clearly, whether you are insured by an employer, need to purchase individual or group health insurance because you are self-employed, aged 65 or nearing Medicare eligibility, making the right choices that both meet your needs and fit your budget can be a difficult task. Choosing the wrong health insurance plan for your particular situation, or not appropriately supplementing Medicare or your employer’s insurance to fill in any gaps is an error that unfortunately is common, and can lead to negative financial consequences.

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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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