Healthcare Planning

United Income members receive personalized, lifelong healthcare spending and investment plans.

Personalized Health Spending Plans

As your health changes, so will the amount you spend on your health. That’s obvious. But few of us understand how much our health spending will change and what steps we can take to prepare. That’s where our sophisticated technology comes in handy; we study millions of data points and your individual profile to provide you with a personalized health spending forecast.

Bespoke Health Investment Strategies

It has always puzzled us why so many financial planners assume that a person’s health spending will simply grow at the rate of inflation. Most people have large, non-incremental expenses, which often occur late in life and are almost always related to long-term care costs. We have developed a customized approach for handling these long-term health expenses.