Kathy had this to say about being placed on the Forbes list:
“It is a privilege to work with clients, getting to know you, your unique goals, and vision as we work together on your financial planning and overall wealth management. I’m so humbled to be named to this list, and I know it wouldn’t be possible without your trust in me and my entire team at Healy Wealth Management.”
We look forward to our continued collaboration in planning for your future. As always, please feel free to reach out to discuss opportunities, concerns, or changes to your financial plans.