Equitable Advisors - Colin Healy
Financial Planning ServicesFinancial ServicesInsurance Agents & BrokersInsurance Consultants
Will you out live your money or will your money out live you? These are the questions I strive to help families and businesses answer through financial advising. I began my career as an auditor from which I made the switch after 3 years of experience to redefine my mission by using my skills and knowledge to serve clients. At Equitable, I am equipped with the tools and resources necessary to succeed.
Here at Equitable, I take a comprehensive planning approach that helps my clients build a strategy to accumulate, grow, and protect their assets. I serve my clients in a variety of areas that include, but are not limited to Retirement Planning, Asset Management, Life Insurance, College Savings, and Long-Term Care.
My focus is concentrated on knowing my clients on a personal level to better understand both their current situations and their future goals. Once I understand my clients and their goals, I recommend solutions to address their concerns while monitoring their progress and fostering meaningful face-to-face relationships. I'm passionate about others hitting their goals, knowing I've impacted and improved the lives of those I work with.