Company Management

Whealthcare Planning, LLC

Financial Services Belmont, Ma, United States 4 employees

Employees: 4

whealthcareplan.com LinkedIn

Whealthcare Planning, LLC Overview

Headquarters: Belmont, Ma, United States
Website: whealthcareplan.com
Industry: Financial Services
Employees: 4
Funding: 2019
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

senior investor protection financial caretaking planning health care cost estimation relationship building longevity planning financial fraud protection

About Whealthcare Planning, LLC

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

Whealthcare Planning, LLC Contact Details

People in AeroLeads: 2

Whealthcare Planning, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Chris Heye, Phd	Founder of Whealthcare Planning Llc and Whealthcare Solutions, Inc		View
Jane Gresham	Wealth Management Executive	New York City Metropolitan Area, United States	View