There are many financial products in the market, but choosing the ones that best fit your current and future needs is key to working towards 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. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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.