At Heffernan Financial, our wealth management process is designed to guide you from discovery to lasting impact. Every step is built around understanding your unique goals, creating a plan that works for you, and adjusting as your life evolves.
We believe that a structured, personalized approach is the key to long-term financial success. Our process not only focuses on building and protecting your wealth but also ensures that your financial journey aligns with your values—so you can leave a legacy you’re proud of.
Retirees
Want to sell your house and live in an RV? Want to move across the country to lounge beside warmer waters? Wondering how to retire early? Or maybe you just want to settle down comfortably and spend time with your grandchildren during your post-work years?
With experience in empty nester financial planning, Heffernan Financial, Inc. can help you assess your options for life after your career and help you think through how to reach your goals for this new phase of your life.
You’ve worked hard to build a life you love. Now you need a plan to sustain your lifestyle into retirement (or maybe even change your lifestyle in the freedom of retirement). We can help.
Business Owners
Are you wondering which 401k plans are best to offer to your employees? Do you need help managing your own investments so you can grow your personal wealth and build a strong financial portfolio while operating your business? Heffernan Financial, Inc. can help you set yourself and your employees up for success.
Families
You have a lot of financial goals. Saving for your child’s college education, paying down your mortgage, investing your money for the future, and managing your wealth to make it grow – you may feel overwhelmed by the demands of your financial goals and rightly so. Big dreams require big plans.
At Heffernan Financial, Inc. we have the experience and expertise to help you meet these complex goals. Let us climb the mountain for you so you can spend your days enjoying time with your loved ones.
Professionals
We get it: you want to invest, save for the future, and manage your 401k and IRA wisely, all without taking time away from the wonderful career you’ve worked so hard to build.
At Heffernan Financial, Inc. we specialize in helping engineers, professors, industry executives, and others build wealth that propels them toward their goals and aligns with their values. We know you want to enjoy life now while also building wealth that will sustain you through your golden years. We’re here to help you find the balance between the now and your future.
