Make a plan for health care expenses | Aliso Viejo, California
Vanguard’s financial advisors can help you prepare for your retirement health care expenses. Plan now so you can retire confidently in the Aliso Viejo, California, area (or wherever you choose).Let's make it happen
Don’t struggle with health care costs alone. Let our financial advisors help you map out a plan.
Saving for the futureVanguard’s financial advisors can help you navigate the complexity of managing your health care costs in retirement. We’ll provide information on all your options and help you identify factors that could impact your choices.
Plan for a healthy futureRetirement can throw a lot at you―including concerns about affording health care. Vanguard’s financial advisors can help you get clarity on your available options.
Your savings strategy for health careWith so many health care options, choosing the right coverage can be overwhelming. Let Vanguard financial advisors help you create the strategy that’s best for you.
Enjoy a healthy retirementHealth care expenses vary for each person. Our financial advisors can help you create a strategy that fits your lifestyle and individual needs.
Affording health care throughout retirement
Vanguard financial advisors can help you plan for the costs of health care in retirement. We'll start by assessing factors such as your income, expenses, location, current health care coverage, and more. If your expenses shift in the future, our advisors will help you identify potential impacts to your situation.
They'll provide personalized estimated health care costs, as well as education on strategies for Social Security and Medicare. This information can help you weigh the pros and cons of your options, including other coverage plans, to determine what's best for you. We also have resources, like our health care cost calculator and Medicare Match tool, to help you understand the whole picture.
Personal situations can change over time, so know that your choices aren't set in stone. We'll review your plan and adjust it when necessary. Ultimately, we'll make sure you have the information and support you need to make the best decision for your future health care expenses.
Frequently asked questions about Vanguard advice
How Vanguard Personal Advisor Services® can help
Have other investing goals in mind?
Vanguard's financial advisors are ready to help you create a plan for your health care costs. Start now so you can retire in the Aliso Viejo, California, area (or wherever you choose).
All investing is subject to risk, including the possible loss of the money you invest.
Vanguard ETF Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.
Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.
While Vanguard Advisers, Inc. doesn't have advisors located in every state, we're available to help you nationwide over the phone or virtually.
The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Form CRS and Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.