Welcome to Healthy Financial!
From the Founder, Tim James
Dear Friend,
Healthy Financial Inc. was founded upon the principle of providing a simple and straightforward approach to financial planning. We utilize quality financial tools to protect and grow our clients' assets, and we combine them with world-class personal service. We have found that our clients not only appreciate this uncomplicated way of allowing us to earn their trust, but that they have embraced it. The high number of referrals among the ranks of our clients speaks volumes, in that attention to detail is given to each individual we come in contact with.
Client relations and responsiveness to our clients' needs and requests are always our top priority. At Healthy Financial Inc., we view our clients as our family and we never take that treasured trust-based relationship for granted. Each of us clearly understands that this trust is a privilege that must not only be earned over time, but must also be nurtured.
I personally invite you to explore how Healthy Financial Inc. can work for you. We welcome your call. We invite you to take time to visit our website, or schedule a personal visit with us. We look forward to helping you towards the path of financial security.
With warmest regards,
Tim James
Founder/President
We help you build a financial road map to:
- Protect and preserve your principal investment.
- Reduce risk, fees, and taxes.
- Create guaranteed lifetime income streams.
- Leverage tax advantaged wealth strategies.
- Increase retirement cash flow.
Free Financial Evaluations
At Healthy Financial Inc., every person is entitled to a free, one hour, no cost and no obligation evaluation addressing the questions of risk, taxes and preservation issues. We will show you how to reduce your taxes, virtually eliminate risk and preserve your retirement in a way that makes sense, and allow you to secure a solid foundation upon which to build your financial future. Too many people are losing their life’s savings and they shouldn’t be. At Healthy Financial Inc., we can help! We know what you should know, but don’t know.
Call (503) 597-8333 to schedule your Free Financial Evaluation
or send us a request online.
