August 25, 2026

Navigating Your Health Insurance Just Got Easier

At Crown Wealth Group, we are always looking for ways to serve you better. That is why we are excited to announce our new partnership with Move Health, a national healthcare planning firm dedicated to helping individuals and families find the right health coverage.

Why We Chose Move Health

Healthcare planning is one of the most complex — and important — pieces of your financial picture. Whether you are approaching Medicare eligibility or exploring private insurance options, the rules change constantly, and the stakes are high.

We partnered with Move Health because their platform provides powerful analysis tools and access to a team of licensed healthcare experts. This allows us to bring specialized healthcare planning guidance directly into our advisory relationship with you.

What This Means for You

• Expert Guidance at no Extra Cost to you — Move Health’s services are included as part of your relationship with us.
• Unbiased Recommendations — Move Health’s agents are salaried and non-commissioned, so they are never incentivized to push a specific plan. Their focus is on finding the right fit for your situation.
• Personalized Support — From initial analysis through enrollment and ongoing service, you will work with a dedicated expert who understands your needs.
• Ongoing partnership — Move Health reviews your coverage each year during Open Enrollment periods to make sure you remain in the right plan.

Who This Helps Most

This partnership is especially valuable for:

• Pre-65 retirees — If you are retiring before Medicare eligibility, navigating ACA Marketplace plans can be overwhelming. Move Health finds options that fit your budget and healthcare needs.
• Medicare beneficiaries — Turning 65 brings new choices. Whether you are considering Medicare Supplements, Part D prescription drug plans, or Medicare Advantage plans, Move Health will walk you through the differences so you can decide with confidence.
• Individuals and families reviewing coverage — Life changes such as a new job, a move, or a change in family status often mean reconsidering your health insurance. Move Health is here to help with that, too.

As your Personal CFO, we want to provide best-in-class solutions with best-in-class partners to cover every dimension of your financial life. We believe Move Health helps us accomplish this goal with top tier health insurance planning.