855-339-2842
info@hvsfinancial.com

Connecting Health and Wealth

It is not just a slogan—it is our mission.

A Word from Founder and CEO, Ron Mastrogiovanni

MastrogiovanniAs millions of retirees grapple with the challenge of creating a secure income stream that may need to last 30 or more years, one area must be at the forefront of all planning discussions: the potentially devastating impact of healthcare costs.

I first came to this realization when I began taking care of my parents after they retired, as I was unprepared for the exorbitant out-of-pocket medical costs that began to accumulate. I had been lulled into a false sense of security, as millions of others currently are, that Medicare would cover these expenses. This caused me to reflect upon my experience in financial services, where I realized that the very professionals who could have helped defray these costs were also unaware of their true impact.

Given the seemingly endless scope of rising healthcare costs, it is the obligation of the financial services industry to provide the tools, products, and personalized support to help Americans plan for a stable retirement. As the industry begins to move in the direction of a wealth/health connection, the firms that offer simple and direct solutions, embrace advisor training, and integrate healthcare cost planning into a comprehensive retirement strategy will ultimately become the new industry leaders.

Founded in 2008 by a team of seasoned financial and health care industry executives, and expert physicians, HealthView Services (commonly referred to as HVS) is the nation’s leading producer of health care cost-projection software. The company’s primary objective is to prepare current and future retirees for the impact of health care costs, and the firm’s suite of tools, which covers Medicare costs, long-term care expenses, and Social Security optimization strategies, provides a holistic approach to financial stability in retirement.  HVS has also emerged as a thought leader in this evolving domain, producing substantial educational content on the importance of integrating health care costs into retirement plans.
We understand that advisors require accurate health care cost projections to properly design stable retirement plans, so we have pioneered a software application that evaluates 50 million data points taken directly from actual medical claims. Our cost analyses are not based on conjecture or estimation, but empirical evidence, so you can rest assured that when you work with HealthView, you will be using the most comprehensive and precise calculations available in the market today.  HVS also continuously adjusts outputs for all legislative and actuarial decisions affecting health care and Medicare at both the federal and state levels, so clients consistently receive the most current data possible.
HealthView’s software is available to both financial institutions and individual advisors. While we proudly partner with leaders in the financial services industry, our software tools are utilized by advisors who understand the value-add of health care cost-projection software in retirement planning. Advisors can sign up for yearly access to our hallmark system, HealthWealthLink, which includes health care cost projection, long-term care projection, and Social Security optimization. Advisors also have access to our extensive Marketing Materials Section and popular Bob’s Corner, featuring MarketWatch’s Bob Powell.


© 2016 HealthView Services
HealthView Services, Inc.
150a Andover Street
Danvers, MA 01923
Phone: 855-339-2842
sales@hvsfinancial.com