The Financial Healthcare Plan™
Protect what you've worked for, and prepare for what's next.
Service Description
You've planned for the cost of living. But have you planned for the cost of care? Healthcare costs rise faster than inflation and is the #1 reason your retirement savings is at risk. The Financial Healthcare Plan is best for people who: • Want to protect their retirement savings. • Want to be proactive for health concerns during retirement. • See the value in planning ahead. ❖ Why You Need It: • Avoid costly mistakes and unnecessary services. • Understand exactly what insurance will and won’t cover. • Reduce stress for your family when care decisions must be made. • Protect your assets from being drained by rising healthcare costs. ❖ What You’ll Get: ➡︎ Care Needs & Options Assessment • Review of health, lifestyle preferences, and budget. • Side-by-side comparisons of aging-in-place, home care, and senior communities, complete with costs, timelines, and introduction to vetted providers. ➡︎ Financial Snapshot & Care Cost Projection (Managed by partnering financial advisors) • Deep dive into income, assets, and care goals. • A clear forecast of how long you can afford care at different levels. • Identification of shortfalls before they become a crisis. ➡︎ Funding Options & Insurance Strategy (Managed by licensed insurance specialists) • Guidance on underused benefits: Medicare, VA, long-term care insurance, and more. • Exploration of private tools: annuities, life insurance, hybrid policies. • A personalized roadmap balancing care with asset protection. ➡︎ Final Plan Review & Questions • You will receive a thorough review of your plan with your consultant upon completion. • Walk away with a documented plan, clear next steps, and ongoing confidence. ❖ Your Investment: Starts at $250 (One-Time Fee Per Person*) • A full review with your consultant and a PDF copy of your Financial Healthcare Plan™. • Your personalized plan includes a detailed breakdown of care option costs and a strategy built for long-term peace of mind. • Lifetime access to our insurance specialists to review coverage as your needs change.
Our Booking Policy
Cancellations or reschedules are allowed up to 4 hours before the scheduled appointment time. A completed HIPAA form and signed agreement will be required to proceed with your plan and will be sent to you before the initial consultation appointment. *Disclaimer for Financial Healthcare Planning Services* Open Arms provides financial healthcare planning services to assist individuals and families in understanding their long-term care options based on their personal budget and financial situation. Our consultants offer guidance on budgeting, asset considerations, and insurance options; however, we do not provide investment advice, manage assets, or offer securities recommendations. Any discussions regarding insurance products are conducted under the supervision of a licensed insurance agent. We strongly encourage clients to consult with a licensed financial advisor, tax professional, or attorney before making any financial decisions regarding their long-term care planning. Our services are designed to provide education and support, not to replace professional financial or legal advice. *Confidentiality Statement for Consultation Bookings* We respect and prioritize the privacy and confidentiality of our clients. When you book a consultation with us, we are committed to safeguarding any personal information shared during the process. - Personal Information: Any details you provide during the booking process, including but not limited to your name, contact information, and consultation details, will be treated with the highest level of confidentiality. - Use of Information: The information collected will only be used to facilitate your consultation, including scheduling, communications, and follow-up. We do not share, sell, or distribute your personal information to third parties without your explicit consent, unless required by law. - Consultation Content: The content discussed during your consultation is strictly confidential. No part of the conversation will be disclosed to third parties without your prior approval, except in situations where disclosure is required by legal obligations. - Data Security: We employ industry-standard security measures to protect your data from unauthorized access or disclosure. By booking a consultation with us, you agree to the terms outlined in this confidentiality statement. If you have any questions or concerns regarding our privacy practices, please feel free to contact us at supportdesk@openarmscs.com.
Questions?
704.948.5734
supportdesk@openarmscs.com