Health & Wealth Management

According to Advisor Analyst client insights babyboomers 55 and over control over 60%of personal financial assets and are looking to live an active second half of their life. What that tells me is not only is wealth important to support your lifestyle but health is an important consideration too. Your run to the finish line might be painful if one of the two fails you. As part of your wealth management plan what about incorporating a health management plan? We use a lifestyle navigator to address the health side of the equation.