Press Release | Move Health Expands Reach of Planning Platform Through Partnership with RFG Advisory
EVANSVILLE, Ind. – July 27, 2026 — Move Health, the top-rated healthcare planning software for financial advisors, today announced a new integration with RFG Advisory (“RFG”), an industry-leading wealth management firm dedicated to helping financial advisors build their businesses without compromise. Through the partnership, RFG advisors can seamlessly incorporate healthcare planning into their financial planning process, helping clients make more informed decisions.
The partnership advances Move Health's mission to equip financial advisors with the tools and expertise needed to address one of retirement planning's most overlooked expenses. By joining RFG's comprehensive suite of advisor resources, Move Health enables advisors to provide fiduciary-first, unbiased healthcare guidance alongside traditional financial planning. Clients benefit from a secure, streamlined solution to evaluate health insurance coverage options, enroll with expert guidance, and continually optimize their healthcare costs.
"Retirement, transitioning to Medicare, launching a business, moving to a dream home—you name it, we've seen it delayed because of a lack of healthcare planning," said Cole Craven, head of growth at Move Health. We also saw that people were turning to their trusted financial advisors for healthcare planning guidance, but advisors were often under-resourced when it came to health insurance and Medicare planning. That's why we started Move Health."
As demand for more comprehensive financial planning continues to grow, Move Health is expanding its network of wealth management partners committed to helping advisors deliver holistic advice that extends beyond investments.
"These expanded service offerings and tools are becoming essential as clients' needs and expectations continue to evolve,” said Shane Weaver, Senior Director of Operations at RFG. "We're continually evaluating the resources our advisors need to grow their businesses and enhance the client experience. Adding healthcare planning gives them another way to deliver meaningful value to clients."
Advisors interested in learning more about Move Health should visit advisors.movehealth.io.
About Move Health: Move Health is the highest-rated Medicare & health insurance planning firm trusted by forward-thinking financial planning professionals and their clients. Move Health’s award-winning software and expert team of licensed agents make it possible for clients to make their next move in life with confidence and clarity.
About RFG Advisory
RFG Advisory is an award-winning platform dedicated to helping independent Advisors build their business without compromise. An innovator in the wealth management industry, RFG equips Advisors with the infrastructure, support, and community to thrive while building enterprise value. Every element of the platform is designed to create time and space for what matters most to advisors: serving clients and growing their business. From transition support to integrated marketing, talent and client service resources, streamlined back-office operations, institutional-grade investment management, and modern technology infrastructure, RFG delivers the partnership advisors need to grow efficiently and intentionally. At the heart of RFG is a community of entrepreneurs who share a commitment to excellence, collaboration, and innovation. With access to flexible capital solutions and ownership opportunities, advisors have the freedom to align their business strategy with their long-term vision and build something bigger than themselves.
To learn more, visit: rfgadvisory.com. For more information on RFG Advisory's awards, please visit rfgadvisory.com/awards.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
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