Heafner Financial

Many financial advisors are little more than product salesmen. Typically, the closest they come to giving you a financial plan is selling you a diversified portfolio and hoping it grows enough to provide the income and reserves you want. You can expect Heafner Financial to provide the best investments for your situation, without limitations imposed by a broker-dealer or an employer who might require us to sell only the products that provide them the most profits. Building Your Secure Retirement Masterplan Your Secure Retirement Masterplan is our proprietary method of increasing your chances of success for the retirement you want. In retirement, many families’ assets are at risk to shrinkage and even depletion due to market volatility, low returns, and “income drag.” In need of monthly income, retirees often shift more money to bonds and cash to try and make their income last. But, not only is their income still at risk, the approach is called “income drag,” because it drags down growth. “Income drag” acts like friction to reduce earnings. We believe, as do many financial researchers, there are better ways to ensure income and increase growth. Your solution should be to provide predictable and dependable income for as long as you live. It also needs to allow high growth comparable to a 100% stock portfolio. How do you accomplish both? This is the challenge for which most people have no plan. Your Secure Retirement Masterplan is grounded in the research of America’s brightest minds in academia and independent think tanks, such as Wharton School of Business, Center for Retirement Research at Boston College, Texas Tech, Morningstar, The IFID Centre, Dr. Wade Pfau, Ph.D., CFA ®, and Dr. Moshe Milevsky, Ph.D. Request Your No Cost, No Obligation Review Full Name* Email* Telephone*   SCHEDULE NOW Your Secure Retirement Masterplan offers a simple method to help you understand the issues at hand, learn about advanced strategies for success, test the results to see the math and science behind each plan, and then select the solutions that work best for you. Your Secure Retirement Masterplan is only offered by Heafner Financial. It is our commitment to your success in good times and bad! Our Philosophy You may ask: What’s in a logo? We want our logo to represent our philosophy. Our logo is a lion in winter. We want you to be a lion in the winter of your life — leading an independent, abundant, and satisfying life — and finish strong! Bring as much passion and spunk to your winter years as you did during your spring, summer, and autumn years. This requires your passion and a great financial plan. You know and I know that you don’t need a financial planner to win the game. Luck works — sometimes! You need a financial planner to win the game in good times and bad.

Address: 10700 Sikes Place, Suite 200, Charlotte, NC 28277, USA

Phone: +1 704 552 1230
FAX: +1 704 552 1281