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.


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 get up after a fall. Nowadays, we often hear it as “whoopsie daisy” or “oopsie daisy,” and it means, in today’s vernacular, “my bad.” Recently...
  • Creative Solutions for Life’s Little Problems It’s refreshing to see that many people are beginning to implement new and innovative ideas to address some of life’s seemingly little problems that may have a more widespread societal impact. Take teenagers and their penchant for sleeping in, for example. While some teenagers are just  lazy, there is...
  • 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 discussion gets put off before an efficient financial strategy can be developed. For example, have you and your significant other talked about where you want...
  • The Power of Optimism The White House recently announced that it expects the U.S. economy to grow by 3.1 percent this year, up from its 1.7 percent expansion in 2013. Is that a realistic projection, or an optimistic one? While the unemployment rate hovers in the 6.7 percent range, many economists say that rate has...
  • Retirement or Tuition? The Savings Dilemma No one, much less a parent, wants to see a young college graduate weighed down by the burden of student loans. And if those student loans weren’t bad enough, some college students open credit card accounts as a right-of-passage of sorts into adulthood. Although a credit card provides students...
  • Alzheimer’s Higher Death Toll, Buddy Programs and Guide Dogs According to a study recently published in the journal Neurology, the number of Americans who die as a result of Alzheimer’s disease has been vastly underestimated for years. New research indicates that since Alzheimer’s is an underlying disease – which leads to complications resulting in death – the number of deaths...
  • Is Part-time the New Normal? With continued sluggish unemployment reports, are we becoming a nation of part-time workers? A recent report from the U.S. Census of Agriculture revealed that more than half – 52 percent – of American farmers only work part time. The majority of our 2.1 million farmers responsible for day-to-day farm...