Financial Health Partners work with you to develop wealth planning for life. Our clients are successful individuals, business owners, and families who want to grow and preserve their wealth, health and happiness through a sound investment, retirement and estate plan. We are a fully integrated wealth management practice that provides lifelong financial security for our clients. We take a greater interest in building long-term relationships with our client-centered approach to defining and achieving your financial objectives. We retain the confidence and trust of our clients through our commitment to honesty and integrity and place our clients’ financial well being above our own.

About Financial Health Partners

As a partner in achieving your financial health, our mission is to build a financial health plan tailored to help meet your specific needs. We are dedicated to understanding your goals and providing you with the professional financial planning expertise needed to help you achieve those goals.

Whether purchasing a home, financing a child’s education or retiring comfortably, your goals are specific to you and your financial health plan should be tailored to your needs. We’ll help you understand the options along the way and the best products available to achieve your personal and business goals.  Once your financial health plan is in place, we’ll continue to work with you to review your plan to ensure you’re still on track to achieving your goals.

What Does Financial Health Mean?

A term used to describe the state of one’s personal financial situation. There are many dimensions to financial health, including the amount of savings you have, how much you are setting aside for retirement and how much of your income you are spending on fixed or non-discretionary expenses.

Investopedia explains Financial Health

Financial experts have devised rough guidelines for each indicator of financial health, but each person’s situation is different. For this reason, it is worthwhile to spend time developing your own financial plan to ensure that you are on track to reach your goals, and that you are not putting yourself at undue financial risk if the unexpected occurs. Read more.

Client Service

We know that personal service is key to helping you find the right solution to ensure your Financial Health. If you have questions about your current financial plan or specific financial products and services, please contact us and we can set up a time to meet.  Contact us today!