8115 E. Indian Bend Road
Suite 117
Scottsdale, AZ 85250
Phone: (480) 994-0899
Office Hours:
Mon-Thu: 8:00 AM - 5:00 PM
Fri: 8:00 AM - 4:00 PM
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Senior Vice President
Financial Advisor
Project and Operations Manager
Client Service Manager
Client Service Manager
Major financial decisions tend to become more important as retirement gets closer. We help clients bring structure to those decisions by creating thoughtful plans around retirement, investing, income, and the broader financial choices that shape long-term security and peace of mind.
We help clients prepare for retirement with a practical plan built around their goals, resources, and timeline. That may include evaluating retirement readiness, estimating future income needs, coordinating 401(k) rollovers, reviewing Social Security timing, and helping clients make informed decisions about how to turn years of saving into a sustainable strategy.
We build and manage investment portfolios with a focus on long-term objectives, income needs, and each client’s comfort with risk. Our approach is designed to help clients stay grounded through market changes while keeping their portfolio aligned with the retirement lifestyle and legacy they want to support.
Good planning goes beyond investments alone. We help clients think through estate considerations, insurance and risk issues, charitable giving, education funding, tax-aware decisions, and other financial priorities that can affect the bigger picture. When needed, we also work alongside other professionals to help clients make more coordinated decisions.
Here is just a small sample of the questions we ask our new clients to get a full sense of what they value and what they want to accomplish by partnering with Heffernan Financial.
When you work with us you gain access to an experienced team. We’ll tailor your portfolio to your values and help you make the complex financial decisions seeking to accomplish your goals. We’ll focus on strategies that help you “move the needle” on the goals you care about the most.
We’ll give you advice, not sales pitches. We’ll hold ourselves to the fiduciary standard, which means we’ll make sure our recommendations are in your best interest and not based on potential commissions. We’ll remain accessible to you and answer your emails without delay.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Heffernan does not serve as an attorney, accountant, or insurance agent. Heffernan does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Heffernan's representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Heffernan's written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.
