Healthcare Cost Planning Collaboration

Empower Your Clients with Comprehensive Healthcare Cost Strategies

Join forces with Jae Oh, CFP, to provide your clients with the clarity and confidence they need in managing healthcare expenses.

Expert Guidance

Benefit from nationally-recognized expertise in healthcare cost management and planning.

Client Trust

Strengthen your client relationships by addressing their healthcare cost concerns effectively.

Clients Are Concerned With Good Reason


Navigating the complexities of the healthcare system and addressing potential biases that may impact financial decisions are crucial for ensuring financial security for your clients.

Collaborating with me will provide valuable insights into proactive planning for healthcare expenses, helping clients make informed decisions and secure their financial future.

By strategizing and planning ahead for healthcare costs, you can strengthen client relationships and offer expert guidance on managing uncertainties.

Elevate your advisory practice with a comprehensive approach to healthcare cost strategies, empowering your clients to make informed financial decisions for a more secure future.

Collaborative Benefits

Enhance Your Client Relationships Through Healthcare Cost Planning

Collaborating with Jae Oh, CFP, on healthcare cost planning enables you to provide a valuable service that addresses an ongoing financial issue. This collaboration not only helps your clients but also strengthens your professional relationship with them.

Jae Oh, CFP and Education Fellow

Jae Oh is a Certified Financial Planner and an Education Fellow at the Alliance for Lifetime Income. As the author of Maximize Your Medicare (2024-2025 Edition), Jae brings unparalleled expertise and insight into the intricacies of Medicare, helping individuals make the best choices for their healthcare and financial well-being.

What I Can Do For Your Advisory Practice

Live Webinar for Your Clients

We offer an engaging and informative webinar designed specifically for your clients, covering essential topics in healthcare cost planning. I have delivered to the IWI, FPA, and State Bar of MI.

Household Healthcare Cost Strategy

Our comprehensive explanation of Medicare ABCs will provide your clients with the knowledge they need to make informed decisions about their healthcare coverage.

Fee Waivers

We waive our individual webinar fees and consultation fees for Medicare & ACA, which are normally $400, offering exceptional value to financial advisors and their clients.

I Will be speaking on Sept 19th in columbus, oh

FPA Annual Meeting Special Offer

*This offer is NOT affiliated with the FPA

your clients & you receive:

  • Healthcare Cost Planning Live Webinar Exclusively For Your Clients (Sep/Oct 2024)
  • 20 Free Copies of My Book To Distribute (paperback, shipped to your office)
  • Client Fees Waived For 1 Year
  • One-Time Fee $1500

Still have Questions?