Heffgroupfs.com Website Review

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. Our team approach adds a broader perspective to all we do and provides increased benefits to our clients. Our mission is to get to know and understand your needs, wants, and long-term goals. We can help you create an approach that is designed to address your individual situation. Heffernan Financial Services serves individuals, corporations and endowments. Founded in 1991, we specialize in integrated financial services and offer a full array of in-house services that include investment advisory, as*istance with corporate retirement plan design & implementation, estate & financial planning, nonprofit consulting and cash management. Investment advisory services and financial planning are offered through Global Retirement Partners, a registered investment advisor. We are committed to educating our individual and corporate clients on all aspects of the planning process which promotes prudent and meaningful strategies or plans. The services we offer are delivered through our disciplined goals based process which serves as the cornerstone of our practice. We offer our clients a docu*ented process to identify, qualify and quantify their objectives while consistently evaluating the overall results. Our success is measured in terms of our clients reaching their objectives. We offer solutions to help plan sponsors address their fiduciary responsibilities.. WORKSITE FINANCIAL SOLUTIONS AND EMPLOYEE EDUCATION PROGRAMS. Heffernan Financial Services will review the design and operational features of your company's plan, from an objective perspective. Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. Knowing how insurance deductibles work can help you save money and give you peace of mind. If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.