We’re built for serving big dreamers.
What’s important to you about money? Our caring, experienced advisors keep your values at the focus of their work with you. We won’t sell you financial products from a parent company that you might not even need. We’ll vet every option we recommend to you long before we ever recommend it.
You deserve a wealth management experience that puts you and your values first.
If you didn’t have to work anymore, what would you do?
We all dream about retirement, but what happens when you get there? We believe the journey isn’t over just because you’ve retired.
Maybe your ideal retirement starts in the driver’s seat of an RV or maybe you want to be comfortable at home, enjoying time with your nearest and dearest. We can help guide you toward your ideal retirement – one that puts your values front and center – so you can enjoy your non-working years to the fullest.
What’s important to you about money?
You might think the answer is obvious, but you’d be surprised at the variety of answers we get! Whether it’s having enough money to take care of you and your family through your retirement years, using your retirement income to take your family on international vacations, buying a retirement home, or what have you, we want to know what you care most about so we bring more of it into your retired life.
You’ve heard enough about us. We want to learn about you!
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.
- REGARDING FINANCES, WHAT ARE YOUR BIGGEST WORRIES?
- WHAT DO YOU WANT TO DO FOR YOUR CHILDREN/PARENTS?
- HOW DO YOU SAVE OR SET ASIDE MONEY TO INVEST?
THE HEFFERNAN
FINANCIAL ADVANTAGE
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.
OUR PROMISE TO YOU
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.
