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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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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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
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Media

Change Through Education

The Markets Up, Why Buy An Annuity?
Nov 1, 2019

There are many good reasons to purchase an annuity at any time, even when the market is performing well. Annuities include many options, ranging from immediate annuities to fixed, fixed index and longevity annuities. Each policy varies by issuer, and many can be customized with optional features and riders, which may require an additional fee. Keep in mind that annuities are designed for retirement or other long-term needs. They provide guarantees of principal and credited interest, subject to surrender charges. That’s why it’s important to work with an experienced financial professional to help determine which option is appropriate for your situation.

Health Care a Hot Topic for 2020
Oct 24, 2019

With both sides of the aisle vying for campaign recognition healthcare is going to be a hot topic in America politics. Here are some some things we expect going into an election year.

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.

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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Our Location

Main Office:
7014 E. Camelback Rd. Suite B100A
Scottsdale, AZ. 85251

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