Capital Wealth HALO - Genivity

One thing is for sure – life is filled with a series of unexpected events.

That’s why it’s critical to consider potential health risks when devising a financial plan.

Health and wealth are closely knit together in financial planning. Poor health habits almost always wind up costing people money and health care will be many people’s largest expense in retirement (Rozen, 2014). On the other hand, those who are healthy are more likely to exceed average life expectancy requiring a large nest egg to ensure they don’t outlive their assets.

Even the most well-intended plans can crumble in a second when faced with a sudden death, disability or long-term-care need.

The Capital Wealth HALO (Health Analysis & Longevity Optimizer) helps you understand:

  • How to plan for your most active and healthy years in retirement
  • How many years where you’ll potentially need additional help with daily care (in-home care/ assisted living facilities) and what your estimated costs would be for that care
  • What to expect for out-of-pocket care costs throughout your lifespan and how those costs change at different life stages so you’re prepared.

Try out the Capital Wealth HALO Assessment yourself to see the impact your health has on your future wealth.

Click on the gray button below to get started:







Contact Us

For more information or if you have questions, please contact us by email at:

SUSAN BRUNO, MANAGING DIRECTOR, PERSONAL FINANCIAL PLANNING | CPA/PFS, CFP® susan@cwafgi.com Reach us by phone at: (239) 434-7434

Visit Us In Person at:

9130 Galleria Court, Third Floor, Naples, FL 34109

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