Welcome to
Healthier Money

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.


5 ways we can help you make a difference in your portfolio


Hybrid investing provides a unique way to protect your hard earned money


Steady growth while eliminating losses in the stock market


Safe and predictable lifetime income so you don’t fear running out of money


It’s what you keep, not what you make. The impact of taxes are often overlooked


Having long term care on your terms with your love ones around

Attend one
of our events

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.


Get Your Free Paperback
Copies today!

I was excited to contribute to this book because most of us don’t realize the many risks associated with putting our retirement savings in the 401(k) or traditional IRA’s. You can have a more secure retirement and the lessons in this book help to educate you!

However, we are limited amount of copies left, so inquire as to how to get your copy.



"I never thought that I would get the Coronavirus and be sick for a month, but having followed Healthier Money's advice just 2 months earlier, saved me over $300k in potential losses, what a HUGE relief!!"

— Mary F.

"We thought that we knew what we were doing, boy were we off, but Healthier Money helped us to sort it all out, and we couldn't be happier."

— C & L Veldez

"As the president of NAHN, Pat and his team shared awesome tips on getting our nurses to pay down debt, how to save and how to budget, I would recommend Healthier Money to everyone"

— Lori 

"I have slept real easy for the last 9 years because I use to always worry about our money, not anymore because Pat has taken care of us"

— Walter & Racheal P. 

"Brock was a terrific resource for my kids to speak with, and now guess what, they are actually saving money!"

— Sally S.

"Pat made everything so simple for me to understand and I actually know that I truly can have a great retirement now"

— L. M.

"Thanks to Pat & his team, they were able to show me that I could retire right now, not the 3 years that I thought that I still needed!"

— Dorris W.

"I don't say this lightly, but thank goodness for Healthier Money fixing my portfolio!!"

— Joe S.

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Schedule your free 30 minute financial phone call today!

Phone: 602.789.3099

Email: Brock@HealthierMoney.com

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