Case Study | From Paralyzed To Prepared: Guiding Clients Through Career, Retirement, and Healthcare Decisions

Emily Rassam, CFP®, and her firm, Archer Investment Management, help hundreds of clients achieve their retirement goals. But as many financial advisors know, getting clients to action on their retirement dreams isn’t always easy. There are a myriad of reasons why clients get nervous about their ability to retire, but the retirement block Emily and her team saw again and again was health insurance.

“I want a career change, but I’m worried about how the loss of health insurance will impact my finances.”

“I would retire today if it weren’t for health insurance.”

“You never want to go on a Marketplace plan.”

“You HAVE to wait until 65 to retire.”

Emily has heard it all. 

“Clients get these fixed beliefs in their heads that drive all of these important decisions. As financial advisors, our job is to help our clients maximize their lives, enjoy their money, and help them see the possibilities they didn’t realize existed.” - Emily Rassam, CFP

So, the Archer Investment Management team decided to partner with Move Health to solve the health insurance problem that so many clients were facing when it came to their retirement plans.

To see the full case study, including real client stories and advisor testimonials about how Move Health helped remove the retirement barrier of health insurance, click the button below.