Financial Services Solutions
By identifying funding gaps in client portfolios, HealthView’s software opens the door for advisors to offer investment strategies to cover health care expenses.
Read HealthView’s 2018 Health Care Costs Data Report
Connecting Health and Wealth
It is not just a slogan—it is our mission.
HealthView Services provides health care cost projection software for financial services firms. These tools integrate into existing systems to calculate clients’ health care costs in retirement.
Financial Advisers planning their clients’s retirement are paying even closer attention to the added expense of health care. Subscribers receive access to our flagship software and its accompanying resources.
Our latest free software suite allows user to securely input basic information and receive – for free – a printable PDF with their customized health care cost projections.
Our Company
Click below to watch just how Ron Mastrogiovanni Sr. started HealthView Services!
Building Retirement Knowledge
This ongoing series of reference articles introduces advisors to health care, long-term care, and Social Security concepts as they relate retirement planning. Topics are consolidated and delivered in sequences that logically build upon each other and can be easily integrated into existing planning practices.
White Papers
HealthView’s industry insights are highly regarded as leading informational resources surrounding several topics relating to financial services and health care, including Medicare Means Testing, Income Replacement Ratios, and the impact of health improvements on personal and financial wellness.
FAQ
There’s a lot of confusion and misinformation surrounding crucial retirement topics such as health care, long-term care, and Social Security. Check out our frequently asked questions to make sure you know the basics before you put plans into action.