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
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Retirees traveling abroad need to know that their health insurance travels with them.
A quick look at how federal income taxes work.
Earnings season can move markets. What is it and why is it important?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, cracking the code on bonds.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What does your home really cost?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you died, what would happen to your email archives, social profiles and online accounts?