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
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
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.
Understanding the value of a home warranty.
When considering life insurance, it's important to understand your options.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Here are 4 great, and sometimes unexpected, places to raise a family.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
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.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Making the most of surprises is a great reason to work with us.
Here are five facts about Social Security that might surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How do the markets usually react to elections? Was the 2016 election any different?