michelleestrada

Mara Shaughnessy

Mara Shaughnessy

Mara Shaughnessy serves as an Administrative Assistant with Heath Wealth Management, LLC. Mara graduated with a B.A. from the University of South Florida and a Juris Doctorate(Doctor of Law) from Barry University. Mara is focused on helping families and businesses with their estate considerations and beneficiary reviews. She believes that having a plan in place …

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William Heath

Will Heath

Will Heath, serves as an LPL Financial Planner with Heath Wealth Management, LLC. Will graduated from the University of South Florida with a Bachelor of Science in Business Management. His professional registrations include Series 7 and Series 66, held through LPL Financial. Will is focused on helping young investors understand the importance of starting early. …

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Elijah Heath

Elijah Heath CFP®, ChFC®, CLU®

With over 20 years as a financial professional, Elijah Heath CFP®, ChFC®, CLU®, is dedicated to helping individuals and families pursue their financial goals.  He uses his established processes in an effort to address quality investments with the appropriate financial goal, taking into consideration his clients’ comfort zone, risk, and volatility into account.  Elijah’s experience through …

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widows

Widows And Widowers – What To Do in The First Year

There are approximately 15 million widows and widowers in the United States, most of them over age 65. According to Census Bureau data, a little over three million of them are under age 65, which can present different options and challenges. All of them faced the challenges of financial upheaval when their spouse passed away, …

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Financial Planning Guide: What to discuss (Part 2)

Year-End Review – What Should Your Financial Advisor Discuss? (Part 2) When working with a financial advisor, there are two important reviews you want to be included in your fees – the annual review and a year-end review. The annual review should cover your financial plans and adjust for any life or financial goal changes …

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Financial Planning Guide: What to Discuss with Your Financial Advisor Annually (Part 1)

Year End Review – What Your Financial Advisor Should Discuss (Part 1) When working with a financial advisor, there are two important reviews you want to be included in your fees – the annual review and a year-end review. The annual review should cover your financial plans and adjust for any life or financial goal …

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wealth building

Creating Financial Goals That Build Generational Wealth

What types of financial goals have you created for yourself and your family? Maybe you started with the basics –a monthly budget and a savings account. Later, you may have spoken to a financial advisor to tackle credit card debt, build your emergency fund, contribute to an IRA or your employer’s pension plan, and how …

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