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
View Top Employees from Whealthcare Planning, LLCWebsite | http://whealthcareplan.com |
Employees | 5 (2 on RocketReach) |
Address | 45 Hay Rd, Belmont, Massachusetts 02478, US |
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Industry | Financial Services, Business Services General, Business Services |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 5416 Companies |
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Cate Rioles is the COO of Whealthcare Planning, LLC.
2 people are employed at Whealthcare Planning, LLC.
Whealthcare Planning, LLC is based in Belmont, Massachusetts.
The NAICS codes for Whealthcare Planning, LLC are [54, 541, 5416].
The SIC codes for Whealthcare Planning, LLC are [874, 87].