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.
Worksite Financial Solutions and Employee Education Programs
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Even if you’re young and single, you should still consider protecting yourself.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Important items to consider when purchasing condo insurance.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Knowing the rules may help you decide when to start benefits.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What is your plan for health care during retirement?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.