Planning for Rising Health Care Costs

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Planning for Rising Health Care Costs

May 22, 2025

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Steven Stanganelli, CFP, CRPC, AEP

Financial Planner & Portfolio Strategist

Information provided in these materials has been drawn from resources deemed reliable. Clear View Wealth Advisors, LLC ("RIA firm") and Steve Stanganelli, CFP(r) ("Advisor") may provide additional commentary accompanying the materials. Any commentary by the source materials may differ from opinions expressed by the Advisor or RIA firm. Commentary and opinions of the Advisor and RIA firm are provided in good faith. Chart books, newsletters, and related materials are distributed for general informational and educational purposes only and are not intended to constitute legal, tax, accounting or investment advice. All investments involve risk, including loss of principal, and past performance of a security, cryptocurrency, financial product, or strategy does not guarantee future results. Neither the RIA Firm nor the Advisor represent that the securities, cryptocurrencies, products, or services discussed in any of these materials or related websites are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security, cryptocurrency, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation. Any investments or strategies mentioned may not be suitable for all investors. Investors should consider the investment objectives, risks, and charges and expenses of any investment before investing. Investors are advised to consult with their financial and/or tax advisors and refer to any prospectus for any investment.

Clear View Wealth Advisors, LLC

100 Main Street

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Amesbury, MA 01913

617-398-7494

Steve@ClearViewWealthAdvisors.com

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