Financial Planning in Springfield, Missouri

Mission Statement

To provide Springfield quality Financial Planner assistance as a Financial Planning, Retirement Plan, Life Insurance and Social Security Planning.

Health & Life Planning meeting your Financial Planner needs since .

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Health & Life Planning is a financial planning firm located in Springfield, MO. They help you manage your finances and plan your financial future.

Health & Life Planning offers financial planning, retirement plans, life insurance, social security planning, retirement income, pension plans, Medicare services, Medigap supplements, advantage plans, and annuities.

For more information on Health & Life Planning, please call (417) 501-5220 or visit their website at thealthlifeplanning.com to view all of their financial services.

Key Contacts

Janet Michel, Owner

Janet Michel Specializes In Helping Those Nearing Retirement (or Currently Retired) To Better Understand All Their Benefits -- Including Social Security Claiming, Medicare, Income For Life Products, Pension Products, And Medical Insurance Plans. She Is A National Social Security Advisor, A Chartered Retirement Planning Counselor, And A Certified Senior Advisor. She Is Also An Independent Insurance Broker, Which Gives Her Flexibility In Finding The Right Products That Best Suit Her Client's Needs. She Works Primarily In The Southwest Missouri Area. For A No-obligation Consultation, Please Email Or Call Her Direct. email: Janet@healthlifeplanning.com work: 417-501-5220

1) Social Security Planning

There are over 700 different claiming options for a married couple when filing for Social Security. The Social Security office will only tell you about one. Don't leave money you've earned with Social Security. Find out how to maximize your benefit, whether you are single, married, divorced or widowed. Our detail planning process shows you every possible claiming option and the benefits of each. We will even help you file the claim with Social Security! Call today for more information: 417-501-5220.

2) Retirement Solutionist

At Health & Life Planning, we help our clients secure their nest egg against unforeseen loses. Our comprehensive planning is designed to protect your lifestyle while planning for future inflation and other expenses as you age. Ask us about income for life products, short-term market products guaranteed not to lose money, and options to have a tax-free income after retirement. We can even help you plan and stick to a budget, make wise tax decisions, understand how a trust might benefit you, and offer family protection counseling for seniors with minor or disabled children.

3) Medicare Health Insurance Options

Understanding your Medicare benefits doesn't have to be complicated -- but you do have to learn what those benefits are! At Health & Life Planning, we don't take short-cuts when it comes to explaining the Medicare process to our clients. Everyone deserves to know all their options when filing for Medicare and how those options will affect them for the rest of their lives. Ask a Certified Senior Advisor for professional advice and assistance in picking the right health insurance plan to accompany Medicare.

4) Certifications

National Social Security Advisor
Chartered Retirement Planning Counselor
Certified Senior Advisor

Service Locations

Financial Planning Springfield  -  Retirement Plan Springfield  -  Life Insurance Springfield
Social Security Planning Springfield  -  Retirement Income Springfield  -  Pension Plan Springfield

Citations

Health & Life Planning Photo Gallery
Updated as of 4/8/2024

Contact Information

Direct Email Contact