The decision to trust someone with your hard-earned money is very personal
Because there are many financial advisors, financial planners, wealth advisors, portfolio managers, with myriad titles, and descriptions, it can be tough to sort the good expertise from the fluff. Consider these criteria when evaluating an advisor.
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.
What is Comprehensive Financial Planning?
Comprehensive financial planning involves the detailed review and analysis of all facets of your financial
situation. This includes cash flow analysis, retirement planning, risk management, investment management,
tax management and estate planning. It is only through comprehensive analysis that your true financial
condition can be determined, and a proper plan can be recommended.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Healy Wealth Management, and Integrated Financial Group are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, CA, DC, GA, KY, MD, MO, NJ, PA, SC, TX, and WA.