Broker Check

Heffernan Retirement Services - Because You're Different - San Francisco, CA

 

800-437-0045

No One Strategy Fits Everyone Our Team Approach Understanding Your Goals An Approach Designed For You

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, assistance 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 documented 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.

Fiduciary Oversight

Heffernan Retirement Services

We offer solutions to help plan sponsors address their fiduciary responsibilities.

Worksite Financial Solutions and Employee Education Programs

Heffernan Retirement Services

Personalized services we offer for our client’s needs.

Plan Design and Support

Heffernan Retirement Services

Heffernan Financial Services will review the design and operational features of your company's plan, from an objective perspective.

Helpful Content

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

 

A Cheat Sheet for Sending Your Kid to College

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Important Birthdays Over 50

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Types of Stock Market Analysis

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Should You Borrow from Your 401(k)?

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To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

9 Facts About Retirement

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Roth 401(k) vs. Traditional 401(k)

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Use this calculator to estimate your capital gains tax.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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5 Smart Investing Strategies

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A presentation about managing money: using it, saving it, and even getting credit.

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Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Jane Bond: Scaling the Ladder

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