Whealthcare Planning, Llc

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Our mission is to help older adults and their families make better financial decisions by implementing health care into wealth planning. Our cloud-based applications enable financial advisers to create and implement financial caretaking plans, monitor financial decision making concerns, estimate health care costs, and identify risks of financial fraud. Some of our tools and training materials, including questionnaires, checklists, and conversation scripts have been developed in collaboration with the Massachusetts General Hospital. See what Bob Veres calls “the definitive health planning and longevity planning toolkit" and Joel Bruckenstein refers to as "the gold standard". Winner of the 2019 InvestmentNews Innovation award for best educational materials and 2019 WealthManagement.com award for Thought Leadership from a technology company. www.whealthcareplan.com

Company Details

Employees
4
Address
45 Hay Rd, Belmont,ma 02478,united States
Email
in****@****lan.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
whealthcareplan.com
Keywords
senior investor protection, financial caretaking planning, health care cost estimation, relationship building, longevity planning, financial fraud protection.
HQ
Belmont, Ma
Competitors
Skience, DPL Financial Partners, RoundTable 360, Asset-Map, Massachusetts Audubon Society, Alliance for Lifetime Income, Xensam, Holistiplan, Financial Planning Association (FPA), Asbury Capital.
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