Medicare & Social Security Consulting

Your Personalized Guide to Retirement’s Biggest Decisions

Real Experts, Not Bots

What We Offer (That Others Don’t)

While some services provide a sales-focused Medicare pitch or generic Social Security advice, all our insights are generated by unbiased, verified software, and delivered by recognized experts. HealthView Consulting stands out by offering thorough, personalized, human-centric planning that helps you avoid expensive errors and optimize your retirement. 

Integrated Planning for Social Security and Medicare

We handle these decisions collectively to help you avoid penalties or health rating issues, all while optimizing your Social Security benefits. Only interested in one topic? We offer that as well!

One-on-One Expert Consultation

You’ll meet with a real expert – not a call center rep or software bot. Every client enjoys a personalized, easy-to-understand session with a qualified professional who can answer all of your questions.

Actuarial Data Backing

We use real actuarial data (not averages, survey data, or conjecture) to forecast healthcare expense projections, life expectancy, and Social Security breakeven analyses, so you’re always getting the best information available.

Custom Action Plan

After your session, you receive a tailored, easy-to-follow plan with filing timelines, plan suggestions, additional insights, and links to file or enroll when ready. This takes the guesswork out of such critical planning decisions.

Avoid Common Mistakes That So Many People Make!

Our experienced professionals have seen it all, and we’re here to help you every step of the way.

What you get with HealthView Consulting:

  • Personalized Medicare and/or Social Security analysis
  • Virtual appointment with a dedicated, professional representative
  • Answers to all of your questions
  • Dos and don’ts, tips, and strategies
  • Unique PDF report for you to keep
  • Help signing up for Medicare and/or Social Security (if you need it)

Everyone’s retirement outlook is different – we’ll help you understand yours! 

Testimonial

Whenever I have a question about Social Security or Medicare, I turn to HeathView Services. Their guidance is always accurate, and their deep, long-standing knowledge of these programs has made them an invaluable resource… I rely on HVS with total confidence, knowing I can trust the information they provide.

Tim G

Our Packages

Our Standard Packages ($300- $450) include a virtual consultation with an expert and personalized PDF. During your session, we will:

  • Simplify complex topics and make you an expert on your unique situation
  • Help you understand the pros and cons of different retirement planning options
  • Answer any questions you may have about Medicare and/or Social Security
  • Provide a personalized PDF report with projections, graphics, and key comparisons

Our Premier Packages ($500- $650) include an extended virtual consultation with an expert and personalized PDF. During your session, we will:

  • Simplify complex topics and make you an expert on your unique situation
  • Help you understand the pros and cons of different retirement planning options
  • Answer any questions you may have about Medicare and/or Social Security
  • Provide a personalized PDF report with projections, graphics, and key comparisons
  • Assist with the sign-up process, administrative roadblocks, and common program challenges
  • Lend insights into unique or atypical situations, including working in retirement, high income considerations, multiple marital status changes, children under 18, and more

Ready to Take Control of Your Retirement?

Book your consultation today and let the experts guide you.