What we believe in
We believe many of the traditional ways to manage money don't work.  Our firm focuses on adding more value to our clients through a different approach and it all starts with EDUCATION.  We focus on reducing stock market risk, innovative ways to invest, protecting clients against the unexpected, and tax friendly solutions.
Why choose healthier money?
About us

Who We Are

Our firm has over 33 years of experience in financial services. It helps us answer a variety of questions, address most money concerns, and provide great expertise to our clients. However, most of all, we feel that by truly EDUCATING our clients, it reinforces commitment, making them comfortable, and allowing us to stay the course on whatever investment strategy or advice makes the most sense for them.

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how to get started

What We Do

Our company focuses on unique solutions looking to add value by reducing portfolio volatility. We draw on 33 years of experience to offer tailored personalized advice. Let's talk today to see how we can help you accomplish your financial goals.

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UPCOMING EVENTS

Attend An Event

Volatile Times In America | A Dinner Series
October 22, 2019
6:30 PM - 8:00 PM
Morton's The Steakhouse - 15233 N Kierland Blvd, Scottsdale, AZ 85254

In tonight's dinner lecture, at Ruth's Chris Steak House in Scottsdale, AZ, we are making the case why America is headed for volatile times and steps you can take to hedge against several pending and ticking time bombs.

Volatile Times In America | A Dinner Series
October 23, 2019
6:30 PM - 8:00 PM
Morton's The Steakhouse - 15233 N Kierland Blvd, Scottsdale, AZ 85254

In tonight's dinner lecture, at Ruth's Chris Steak House in Scottsdale, AZ, we are making the case why America is headed for volatile times and steps you can take to hedge against several pending and ticking time bombs.

Instant Download
How will taxes affect your money?
In our 36 page white paper, written by our senior analyst, you will discover:
1. How future tax rates will cut into your nest-egg
2. Alternate strategies on portfolio diversification
3. The last true legal tax shelter with untapped growth potential
Download whitepaper
Media

Change Through Education

Whole Life, A Bad Investment?
Apr 12, 2019

Whole life is touted by some popular people as bad, but we don't have multiple complaints or bankruptcies.

Looking Back On The Market
Feb 21, 2019

I will never say I told you so, but hindsight is always 20/20.

The Truth About Living Trusts
Feb 21, 2019

The truth about what a living trust does and does not protect against.

From The Podcast

Live Long and Profit
Providing value, using innovative solutions and products, protecting against the unexpected, and specializing in tax friendly solutions. We educate and empower to make good decisions with their money... that's the Healthier Money way!
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