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The Herlihy Company, Inc. • Financial Planning & Oversight Services

Brendan Herlihy: Effective financial planning is personal and cannot be mass produced…Learn more

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The Herlihy Company, Inc. • Financial Planning & Oversight Services | herlihyco.com Reviews
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Brendan Herlihy: Effective financial planning is personal and cannot be mass produced…Learn more
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1 introduction
2 our role
3 advisor profile
4 your advantage
5 client center
6 they are gone
7 business summary
8 terms of use
9 coupons
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The Herlihy Company, Inc. • Financial Planning & Oversight Services | herlihyco.com Reviews

https://herlihyco.com

Brendan Herlihy: Effective financial planning is personal and cannot be mass produced…Learn more

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1

The Herlihy Company, Inc. • Financial Planning & Oversight Services

http://www.herlihyco.com/client-center.html

Telephone: 508-438-0066 Brendan@HerlihyCo.com. The Herlihy Company, Inc. Financial Planning and Oversight Services. We appreciate the opportunity to work with you and your family and hope this page makes it easier for you to access your financial plans, account information and important documents. Thanks again for inviting us into your life. We will continue to work diligently to represent the best interests of you and your family. Account Aggregation and Document Filing. Online Statements and Reports.

2

The Herlihy Company, Inc. • Financial Planning & Oversight Services

http://www.herlihyco.com/business-summary.html

Telephone: 508-438-0066 Brendan@HerlihyCo.com. The Herlihy Company, Inc. Financial Planning and Oversight Services. Financial Planning is the Core Service:. Answer the Basic Questions:. How much do I need? Where will the income come from? What happens to my assets when I am gone? Create a financial plan to benchmark progression overtime and provide framework to consider future "What If" scenarios. Protect the client from an industry that is riddled with conflict of interests and greed. Due diligence of p...

3

The Herlihy Company, Inc. • Financial Planning & Oversight Services

http://www.herlihyco.com/our-role.html

Telephone: 508-438-0066 Brendan@HerlihyCo.com. The Herlihy Company, Inc. Financial Planning and Oversight Services. Effective personal financial management is personal and requires a comprehensive examination and understanding of all areas of your financial affairs. When you hire our firm, you pay a flat annual fee, and we concentrate on understanding you and your current and future financial needs and objectives and developing strategies that are customized to you. And cannot be mass produced”.

4

The Herlihy Company, Inc. • Financial Planning & Oversight Services

http://www.herlihyco.com/your-advantage.html

Telephone: 508-438-0066 Brendan@HerlihyCo.com. The Herlihy Company, Inc. Financial Planning and Oversight Services. The Herlihy Company, Inc. understands that effective financial planning cannot be mass produced. It is a dynamic process which requires a high level of communication, monitoring and updating of plan components. For this reason, we have invested in a number of leading technologies to help clients manage all of their current financial information and important documents.

5

The Herlihy Company, Inc. • Financial Planning & Oversight Services

http://www.herlihyco.com/advisor-profile.html

Telephone: 508-438-0066 Brendan@HerlihyCo.com. The Herlihy Company, Inc. Financial Planning and Oversight Services. Brendan graduated from Noble and Greenough School in Dedham, Massachusetts, and received his Bachelor of Science in Management from Babson College. Following graduation, he worked for three years as an investment analyst in the San Francisco-based investment consulting firm of Callan Associates, Inc. Brendan C. Herlihy CFP - Certified Financial Planner.

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Tel 781.936.8679. Kingston, MA 02364. Timothy J. Herlihy is an independent CERTIFIED FINANCIAL PLANNER providing fee-based planning and oversight services for individuals and families who are committed to an advisory relationship. Consulting and Oversight Services. Vision without execution is. By Thomas A. Edison. Timothy J. Herlihy, CFP. Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA.

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The Herlihy Company, Inc. • Financial Planning & Oversight Services

Telephone: 508-438-0066 Brendan@HerlihyCo.com. The Herlihy Company, Inc. Financial Planning and Oversight Services. 8220;Financial planning is our core service and we help clients answer 3 basic questions;. How much do they need? Where will their income come from? What happens to their assets when. This leads us into the creation of a financial plan to benchmark progression over time and provide a framework to consider ‘what if’ scenarios. With conflicts of interest and greed.”.

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