Welcome to Healthy Financial!

From the Founder, Tim James

Dear Friend,

Healthy Financial Inc. was founded upon the principle of providing a concise 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. Our clients have embraced and shown appreciation for our diligence towards earning their trust while building and protecting their wealth. The high number of referrals among the ranks of our clients speaks volumes. Focused attention to detail is given to each individual we come into contact with.

Client relations and prompt responsiveness to clients' needs and requests are 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 on your path to financial security.

With warmest regards,

Tim James

Tim James


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 should not be.  At Healthy Financial Inc., we will help!  We know what you need to know, and perhaps, do not know yet. We look forward to becoming your financial guide.

Call (503) 597-8333 to schedule your Free Financial Evaluation
or send us a request online.

Schedule a complimentary financial planning consultation and receive a

Private School Scholarship

Contact & Directions

Healthy Financial, Inc.
15171 SW Bangy Rd Ste# 114
Lake Oswego, OR. 97035 US
Phone: (503) 597-8333

Directions to our office: click here.

401k Fees

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