How We Serve
Planning for People
You want to make sure your family is always cared for whether you’re there or not. From ensuring an income stream and resources for your children’s education, to the right insurance products and planning your estate, Healy Financial has the expertise you need to manage your personal finances.
Family and individual wealth, at all levels, needs to be efficiently organized for good management, tax efficiency, and future planning. We can help you create an investment portfolio that fits your needs now and well into the future. Along with helping you build and manage your investments, we can help you choose insurance products to minimize financial risk to you and your family.
Planning for Business
You have many demands on your time and you need to regularly juggle both your personal and business responsibilities. Good, honest stewardship of your capital and an integrated plan, that combines both your professional and your personal life, is critical to successfully implement your goals.
Just as you help your clients achieve their goals, Healy Financial will help you achieve yours. With expert advice and no-nonsense conversations addressing the complexity of your affairs, we help manage your corporate and personal finances every step of the way. This allows you to focus on spending time with your family and friends, doing activities you enjoy.
Planning for Retirement
When you’ve never done it before, it’s hard to figure out when to retire and how to make your money last. However ultimately, that’s what it’s all about: having the income you need to support yourself in the lifestyle you want and with the confidence that your money will last your entire lifetime — no matter how long you live.