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.

Finally, one website which organizes all of your financial planning data including financial plans, investment accounts, insurance policies, bank accounts, credit cards, mortgages, estate planning documents, tax returns, etc.

It’s our way of helping clients see their big picture, track results and make decisions in a timely manner with confidence.

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