The Healy Group is a premier full-service, independent financial and insurance firm, dedicated to providing exceptional financial, insurance and risk management services to individuals, families and businesses.  To do this for you, we utilize a unique process, called Healy 360ْ. 

Healy 360ْ

You can think of our process as the hub in the middle of the wheel.  The Healy 360ْ process unites all the individual components of your financial life so they move together in the most efficient manner possible.  When this happens, you will have not only what you need, but also what it takes to arrive at your personal goals and dreams.  We know you are more than a bunch of numbers. You have ambitions, aspirations and a philosophy of money.  It is central to our process that we understand what your core values are in order to get you where you want to be.

As we coordinate all the individual components of your financial life, we focus on increasing your wealth, along with protecting you from unforeseen events such as death, disability, lawsuits, inflation, taxation, and creditor claims. Our goal is to do all of this without asking you for any additional out-of-pocket cost that would affect your current lifestyle.*

Throughout our process, we will gather necessary financial information.  Healy Insurance and Healy Financial will collaborate to review and assess your present situation.  As we move through our process, you will experience making financial decisions and strategic implementation of plans that allow you to reach your goals. 

The Healy 360ْ process is revolutionary in a number of ways:

• It is educational: We provide you with a model and will help you understand both how various financial and insurance products work and how they may be coordinated to maximize your wealth and protection. 
• It is integrated and unified: We do not isolate single areas such as home insurance, debt, taxes, wealth accumulation, wealth preservation, or retirement distributions. Isolation of these components prevents integration into an efficient financial position both today and in the future. We look at each of these areas in relation to the whole.
• It is verifiable: Many people implement insurance and financial decisions based on opinions received from media, financial planners, friends, neighbors, or human resource brochures. While these may be well intentioned sources of information, the focus needs to verify each strategy is the most effective for your particular situation. We don’t want you to ever do something based on anyone’s opinion, including ours. Our process will review the advantages and disadvantages of every option so you can make the most informed decision.
• It is dynamic: Initially, you may experience a lot of new ideas and changes to your present financial life.   However, the cycle never stops.  We come together regularly to review your financial situation and will make alterations as your life circumstances change.

* The ability to do this depends on each person’s financial situation