There are many financial products in the market, but choosing the ones that best fit your current and future needs is key to achieving your financial goals. We begin by assessing your individual needs, and work with you to choose from a comprehensive suite of products and services that address your unique situation.
Healy Financial services include:
Financial Planning
- Comprehensive Financial Planning
- Fee-based Program
- Annual Reviews
Investments
- Investment Portfolio Management
- Investment Advisory Services
- Mutual Funds
- Tax-Efficient Investing
- Money Manager Analysis
Risk Management
- Life Insurance
- Medical Insurance
- Long Term Care
- Disability Income
Business Strategies
- Access to Business Valuation
- Enhance Liquidity
- Optimized Tax Strategies
- Succession Planning
Retirement Strategies
- Qualified/Non-Qualified
- Annuities
- Pension Plans
- 401K Plans
- Estate Transfer
- Tax Reduction Strategies
- Charitable Giving
Wealth Counseling
- Redistribution of Social Capital
- Increase Discretionary Income
- Philanthropic Strategies
- Planned Giving Strategies
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
