Heafner Financial Solutions
Heafner Financial Solutions is a boutique wealth-management firm dedicated to designing custom, verifiable financial solutions to fit your lifestyle and your objectives. No pre-fabricated, cookie-cutter plans. We create customized plans with our unique processes and our meticulously researched products.
Real risk reduction by addressing all relevant risks, including…
- Products that cannot lose principal, and products that have never lost principal
- Planning for tax minimization
- Employing lawsuit and creditor shield
- Utilizing options that can protect assets from nursing-home and long-term care costs.
- Income plans for dependable and predictable lifetime income solutions.
In Your Best Interest
Dependable lifetime income solutions.
We recognize that for many, the most important thing is not “how much did I earn?” Instead it’s “How big is my monthly check?” There aren’t many financial problems that can’t be cured by a big monthly income.