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

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A Look at Whole Life Insurance

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Women and Retirement

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Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

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Value vs. Growth Investing

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“Dirty Dozen” Tax Scams to Watch For

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Please Leave Home Without It

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Retirement Plan Distributions

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

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Exit Strategies of the Rich and Famous

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

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Understanding the cycle of investing may help you avoid easy pitfalls.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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