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Why Us?
We’re on your team. Whether you choose a transactional or fiduciary relationship, we strive to give you sound, integrated recommendations so you can make optimal financial decisions.
About Us
Our team of knowledgeable professionals and support staff work together to help you make quality financial decisions tailored to your unique financial circumstances and your goals and values.
Our Philosophy
We live out our values, every single day. At Healy Financial, we live by the Healy Spirit, which represents our values. We are passionate team players, who go the extra mile and put our clients, community, and colleagues first.
Our Process
It’s important to us to understand your core values through every step of the process to help guide you where you want to be. Our process includes:
- Goal setting & data gathering;
- Analysis & solution development;
- Communicate recommendations & evaluate implementation strategies; and,
- Review and monitor
Our Services
We are a comprehensive financial services firm dedicated to helping our clients improve their long-term financial success.
Financial Planning
As your financial planner, we provide ongoing investment advice and recommendations for assets based on your values, needs, and objectives. We consider your cash flow, asset protection, education, retirement needs, and major purchases. Fees are based on the complexity of your plan and circumstances.
Investment Advisory
As an investment advisor, we present you with proactive, ongoing investment advice and recommendations. Your portfolio will be individualized based on your time frame, risk tolerance, and investment objectives. Our fee is asset-based, depending on services selected, account size, and your individual needs.
Transactional
In a transactional-based relationship, we offer investment and insurance product education along with needs analysis and recommendations for brokerage accounts and other insurance and financial services products. Within these recommendations, we consider your time frame, risk tolerance, and investment objectives. Our fees are based on sales loads, commissions or compensation based on purchase of insurance products.
Our Team
Learn more about our amazing team of advisors and associates.
