Services
Basic Plan
Free Access
Free
- Secure File Upload
Once you login, you will be able to securely send your documents to us, so that we can complete our work. - Maximize Your Medicare Newsletter
You will be added to the Maximize Your Medicare Newsletter. The reality is that the Newsletter has much more information, in addition to Medicare.
GH2 Unfiltered
Subscription Site
$19.99/year
- Everything that cannot be in ‘publicly available’ information.
- Names of carriers to avoid, or notable drawbacks.
- Types of policies with thorough explanations, not just sales points.
- GH2 Unfiltered exclusive videos and analysis
ONE-TIME ANALYSIS
Any Single Topic
$250
- GH2 Unfiltered first-year subscription waived.
- A full review of an individual contract or situation.
- Example: Review your life insurance, to find out if your rate is competitive, or if there is a chance of future rate increases.
- Example: Portfolio review. We will provide comments on your fees, and your portfolio risks. There is no perfect portfolio, so we will provide an unbiased commentary on your holdings.
- Example: Employee benefits. If you receive benefits as an employee, we will be able to comment on the pros and cons.
- Fee waived for Medicaid recipients.
Lifetime
Comprehensive Financial Planning
$3000
- GH2 Unfiltered subscription is permanently waived.
- A full review of your household’s entire financial status.
- Income / Social Security
- Tax
- Investments
- Estate plan
- Insurance
- Individualized cashflow modeling, yours to permanently keep
- Unlimited question and answers through time at no extra cost
There’s Good Reason for a Subscription Site
Financial Fluency
Financial fluency is not hard to attain. However, you must distinguish between the signal and the noise. Once you have it, you will be able to adapt to an ever-changing world.
Thoroughness
Shortcuts have a logic and a reason. However, shortcuts can leave the wrong impression, which affects decisions. Thorough explanations prevent errors, simple.
Math
Financial products involve math. That is the inevitable fact. GH2 Unfiltered explains how it affects your math of money.
Opinions
No one is asking, but if they did, then real-world solutions can be actually implemented.
And if you are hoping for utopia, that’s ok. But, then there is practical reality.