Planning your future care

Focusing on managing healthcare costs

Making plans for your care later in life is a valuable gift you can give your family, ensuring that healthcare decisions align with your preferences and relieving them of the burden of making difficult choices during challenging times.

At Putney Financial, we recognize that the escalating costs of healthcare present a formidable challenge for both individuals and businesses. Our mission is to deliver tailored solutions that empower you to confidently navigate these complexities and safeguard your financial well-being.

We manage your investments based on these core principles.

For Individuals: We offer an array of personalized strategies designed to optimize your insurance plans, minimize out-of-pocket expenses, and comprehensively address long-term care needs. Our dedicated team works closely with you to ensure that your healthcare coverage aligns perfectly with your unique requirements, providing peace of mind and financial stability in an ever-evolving landscape.
For Businesses: In a competitive market, attracting and retaining top talent necessitates a thoughtful approach to employee benefits. Our seasoned experts provide comprehensive and cost-effective benefits planning, in-depth claims analysis, and strategic risk management services. By partnering with Putney Financial, you can effectively control healthcare expenditures while enhancing employee well-being, ensuring your workforce remains healthy, productive, and engaged.

Putney Financial is unwavering in its commitment to equipping you with the knowledge and tools necessary to make informed decisions in today’s intricate healthcare environment. We are dedicated to delivering exceptional service and innovative solutions that protect your financial health, allowing you to focus on what truly matters—your personal and professional success. Trust in Putney Financial to be your steadfast partner in navigating the complexities of the healthcare landscape with confidence and clarity.

Our service includes an annual fee based on managed assets, with possible commissions replacing fees for specific investments. For more details, please refer to our agreement and Form ADV.

Our commitment to client satisfaction and transparency is at the core of our services. We believe in empowering our clients with the knowledge and understanding necessary to make informed investment decisions. By keeping you informed and engaged, we strive to foster a trusting and collaborative relationship.