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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Here's a breakdown of how the federal government spends your tax money.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
An inside look at how marginal income tax brackets work.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are hundreds of ETFs available. Should you invest in them?
Here is a quick history of the Federal Reserve and an overview of what it does.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are five facts about Social Security that might surprise you.