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.

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.