Healthy clients will avoid medical costs

Investment News - Jeff Benjamin

October 26, 2019

As a former physician, one of Kenneth Waltzer’s first moves when it comes to helping his clients manage and plan for health care expenses is to try and help them stay healthy.

“Sometimes, I will even make specific recommendations on their health and will talk to a doctor on their behalf,” said Mr. Waltzer, co-founder of KCS Wealth Advisory, who no longer practices medicine but is still licensed. “I talk to clients about the importance of staying healthy, and sometimes I’ll recommend alternative medicine where there’s clear evidence of it working.”

Read full article here.