Company

HealthView Services (HVS) is the first and only firm in the US that provides financial advisors with planning tools and marketing programs to address clients’ concerns about Medicare costs, Long-Term Care costs and Social Security income in retirement.

HVS was founded in 2008 by a team of seasoned financial and healthcare industry executives who identified a gap in these areas within the retirement planning process. In order to fill this void, HVS founders employed a group of expert physicians and experienced actuaries to develop the HealthWealthLink system.

At its core, HealthWealthLink is a combination of financial planning and health-risk assessment tools that provide financial institutions, independent advisors, and healthcare firms with web-based reports. These reports project personalized life expectancy, Medicare costs, Long-term care costs and Social Security income optimization scenarios.
The system can be customized to meet each institution`s exclusive planning and product needs. It can also be seamlessly integrated into existing marketing and branding platforms. In addition to the software, HVS provides advisors with training programs, seminars, and customized presentations in order to expand sales and grow revenues.

HVS continues to partner with a variety of thought leaders to develop innovative solutions in the rapidly-changing health and wealth management industries. The company is also a regular contributor to the HealthWatch segment of Retirement Weekly, a MarketWatch.com publication. By partnering with such prominent organizations, we have become a pioneer in this emerging field.