Financially Healthy is a Registered Investment Adviser firm providing financial advice and investment management for families and individuals.
The firm works with clients to improve their financial health in all areas, including:
*Cash flow management
*Retirement planning
*Home purchase
*Cash reserve management
*Education funding
*Debt management
*Estate planning
*Insurance adequacy
*Tax planning
*Charitable giving
*Workplace benefits
*Business owner planning
*Investment management.