Legacy Planning, sooner than later…

Legacy Planning

Help insure that your heirs – not the government – receive the bulk of your assets.

Learn about estate planning myths vs. reality: probate, wills & trusts, the IRS’ favorite asset, the real threats to your estate, and that your “Legacy” is more than money.


Legal/Professional Services*

* Presented on a professional referral basis. No sharing or exchange of fees occurs.

Leaf
Trusts

 

Leaf
Wills

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