HealthView collaborates with firms to customize client questionnaires and optimize data outputs.
Calculations offer personalized cost projections based on select user inputs. These become the foundation of healthcare-planning conversations.

Data Menu

Beyond base outputs, HealthView can build tools that cover:
•Social Security optimization
•Retirement income optimization (tax-preferred withdrawal strategies)
•Health savings account
•Long-term care cost projection
•Medicare means testing (IRMAA) optimization
•Retirement savings planning
•Simple health cost projection
Download the full list of data options we can offer your firm.
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HealthView also offers additional services for partner and non-partner institutions:
•Custom white papers or articles
•Guest speaking (healthcare, Social Security, financial services, and more)
•Advanced product training (virtual and in-person)
•Other consulting services
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