We welcome the opportunity to learn about your goals and create a plan to help you pursue them. We help you find the right balance between our growth and protection strategies, and create a roadmap toward your financial goals. Healy Wealth Management is a financial services and investment management firm operating through LPL Financial.
We have been in the industry for over 30 years and have been through many economic adversities. We understand the risks involved with the market volatility and have decades of experience on how to prepare for the future to come. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor.
We have been in the industry for over 30 years and have been through many economic adversities. We understand the risks involved with the market volatility and have decades of experience on how to prepare for the future to come. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor.
Services
Since 2000, we have seen our clients through several full financial cycles. We do not offer a "cookie-cutter" approach, or "one-size-fits-all." We value communication with our clients, and we consider communicating a two-way street.
We focus on your needs and desires, acting as your personal Chief Financial Officer, proactively staying aware of any changes in your financial situation, and helping you to identify your financial goals for the future.Since its inception in 2003, Integrated Financial Group has maintained a culture of passionate, strictly vetted independent financial planner members who support the notion that many minds are greater than one.
We focus on your needs and desires, acting as your personal Chief Financial Officer, proactively staying aware of any changes in your financial situation, and helping you to identify your financial goals for the future.Since its inception in 2003, Integrated Financial Group has maintained a culture of passionate, strictly vetted independent financial planner members who support the notion that many minds are greater than one.
With your collaboration, we create a comprehensive financial plan that will provide a roadmap to get you where you want to go. We can't predict the market, but we will help you find your preferred balance between growth and asset protection strategies through investment selection, diversification, and hedging.
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