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Our Services

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
  • Specialized 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.

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The Healy Spirit

The 4-sided philosophy that guides everything we do at The Healy Group.

Yes, we’re a risk management business. So what’s the point of outlining our values on nearly every page of our website? For one, it helps us remember what’s important. And beyond that, it lets you know what to expect every time you connect with someone from our team. So here’s what matters to us, and if it matters to you too, give us a call.

We can’t wait to connect.

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Love Wins

Be humble

Think the best of others

Be a passionate team player

Make It A Great Day

Choose wisely

Enjoy life

Have faith

Do The Right Thing

Put others first

Have a servant's heart

Go the extra mile

Be Better

Think

Learn

Create

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17535 Generations Drive
South Bend, Indiana
46635 United States

Map and Directions

Phone: 574-271-6000
Toll Free: 800-667-4613
E-mail: contact@healyfinancial.net
HealyFinancial.net
 

 

 

Healy Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

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. 

Certain individuals associated with Healy Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Healy Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 2501689 DOFU 5/2019

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