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.