Get your free longevity analysis

Answer a few questions and get a quick summary about your life expectancy. We'll reach out and you can then schedule a free appointment with a local advisor and get the full report along with a detailed plan. #MadeEasy

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A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

  • How much could health care cost?

  • What are my options for paying for health care?

  • What are my projected health risks?

  • What’s my projected longevity?

Life has unexpected events, that’s why it’s critical to consider potential health risks when developing a financial plan.Health and wealth are closely knit together in financial planning. When creating your plan, get started by asking yourself the following questions:

How HALO can help


HALO by Lumiant is a health analysis and longevity optimizer that helps you:

  • Plan for your most active and healthy years in retirement.

  • Determine how many years of additional daily care (in-home care/ assisted living facilities) you may need and what the estimated costs could be.

  • Estimate out of pocket care costs throughout your lifespan and how those costs may change during your different life stages.

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Get Started

What impact could your health have on your future wealth?

Take the HALO assessment to help you determine future health care costs.

Note: This link will take you to Lumiant’s website to answer health and lifestyle questions in order to create a health care cost analyzes report. You will receive a summary, and the full report will be emailed directly to your Advisor, who will contact you to discuss the report and its effect on your financial plan.


Create it

Contact Us

An older adult woman with long gray hair exercises on a large, dark-colored treadmill, dressed in gray activewear and white sneakers.
An older adult woman with long gray hair exercises on a large, dark-colored treadmill, dressed in gray activewear and white sneakers.

Reach out to us for insights on longevity and to learn more about our tool.

Battle Born Financial Advisor

Las Vegas: 702-582-7368

Pahrump: 775-764-2252

Great Falls: 406-602-8800

Roundup: 406-426-2244

Battle Born Financial Advisor

Discover your lifespan insights with our tool.

Connect

bleavitt@swcares.com

406-602-8800

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