Our goal is to help you receive abundant and tax-efficient income throughout your life, so you have more to spend or more to pass on.

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.

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.

As Seen in TV and Radio

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Expy Awards 2014

Jim receives EXPY award for Excellence in Media & Communications

Blog

  • Ups-a-Daisy Originally, the phrase “ups-a-daisy” was uttered by parents as an exclamation when tossing a child playfully into the air or when encouraging him to...
  • Couples’ Angst According to research done by Fidelity, nearly four in 10 couples don’t agree on the lifestyle they want to have in retirement. Sometimes this...