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30 Minute Financial Check-Up

Looking for some clarity on your financial plan?

Our licensed advisors operate differently than your traditional wealth management firm. Our fiduciary obligation is to you and you alone. We don't charge a management fee and being truly independent, we are not held captive to any products or services. This philosophy allows us to focus on your goals and designing the ideal retirement plan of your dream.

See our calendar below and schedule your no-obligation call with one of our licensed advisors today and live the dream you deserve.

A Message From Our CEO

Invest an hour

Your time is valuable, as is ours. During these uncertain times, we extend this offer to help you feel comfortable and give you the knowledge that everything you worked so hard to build won't be taken away. We look forward to serving you and helping you live a happier and Healthier retirement. As always, Live Long and Profit.

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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.
Healthier Money is an independent financial solutions company, and licensed in life, health and annuities. Any opinions expressed are those of the company. We aren’t accountants or legal advisors, and recommendations should be discussed with any trusted professionals. We specialize in reducing risks, believe in protecting against the unexpected with proper planning and “living benefits” protection, and encourage tax-friendly solutions.
Any references to protection benefits or steady and reliable income streams on his website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The purpose of this website is to provide general information on the subjects discussed; it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm does not provide tax, legal or investment advice; all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.
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