January 2025 – At S.E.E.D. we’re constantly evolving to provide you with the most comprehensive financial planning possible. One of the most significant updates to our services going forward is the integration of Move Health, a powerful tool that helps us forecast healthcare costs and guide you through the often complex process of choosing the right health insurance or Medicare plan.

Healthcare planning has always been an essential component of a solid financial strategy, but as medical costs continue to rise, it’s become even more critical. Move Health allows us to take a forward-looking approach by more accurately predicting health insurance expenses based on your unique situation – whether you’re planning for retirement or currently navigating insurance options. This capability is a major upgrade to our firm’s services, allowing us to seamlessly integrate healthcare planning into your broader financial strategy.

Going forward, one of the most valuable features will be the ability to help you choose the best health insurance plans or Medicare options. With so many choices available, it can be overwhelming to know where to start. We can now provide tailored advice to ensure you’re selecting the most cost-effective plan that fits your healthcare needs and financial goals.

Importantly, we have included this new feature into our existing financial planning programs at no additional cost to you. Your financial planner will discuss healthcare planning with you based on your specific needs.

Our commitment is to continually enhance your experience with our team, and we’re especially excited about this new addition! Healthcare planning is an area we believe is crucial, yet often overlooked in the financial industry – much like tax planning and estate planning. For us, integrating healthcare planning into your strategy is simply the standard we aim to set.