Our Services

The Healy Legacy Group is a group of financial professionals who share the common purpose of helping their clients achieve financial success during their lifetimes and beyond.

We are a values-based firm that specializes in 'life planning' where we help people tie together investment and pure financial security planning advice along with who they are as individuals and where they are going with their lives. It's an approach to planning that we're proud of because we place more importance on you as an individual rather than just your money. Our values-based financial security planning and our tradition of solidifying clients' financial legacies has made us a progressive leader in the financial services industry today.

Mission Statement:

We're a world class organization delivering expertise in developing and executing wealth accumulation and estate planning strategies.

Vision Statement:

We help our clients to build & turn their "Success into Significance" during their lifetimes.