Wealth
Your One Solution for Wealth Planning
At USHealth1, we are motivated by the belief that the American health, life and wealthcare insurance system as it exists today is fundamentally broken. Individuals and businesses are experiencing higher costs year-over-year, for insurance plans and products that don’t favor the right stake holders.
We are here to offer a NEW way to do insurance – developed by taking wholly different approach. Our ONE solution considers your unique needs and challenges and provides you with the right products and services for your business.
Who’s it for?
Basics 101- Basics 101 is for someone looking to understand and become efficient with budgeting, compound interest end of month profit, more savings, credit, mortage affordability, 401 k, home purchase.
Overview
Basics101- This education helps you develop key tools for preserving & growing wealth and how to use them.
Who’s It For?
Pre-retirement Planning- for someone wanting to better manage their finances, estate planning, future medical costs and investment plan for retirement and beyond.
Overview
Pre-retirement planning is about building enough savings to provide for a long and active retirement. Helps you make good decisions about how much to save and how to invest those savings in the most tax-efficient manner so you don’t outlive your investments.
Who’s It For?
Persons near retirement who are looking to switch their portfolio focus from accumulation to income and persons looking for comprehensive wealth management strategies.
Overview
Sophisticated wealth management strategies + income-focused solutions for retirees.
