Our Services

Retirement Plan Consulting

We are proud to serve both for profit and non-profit retirement plan clients. We are both vendor and investment neutral, thus allowing us to act as a true fiduciary consultant. Our goal is your success, an efficiently managed retirement vehicle that helps both corporations and nonprofit organizations attract and retain valuable employees. Heffernan Financial Services utilizes a strategic approach to help clients manage all aspects of their retirement plan. We first benchmark your current plan to determine its competitiveness from an administrative, investment, and cost-effective standpoint. Focused on helping our client partners understand and navigate the complexities of wealth management, our methods and resources, together with our extensively qualified team, deliver a customized employer benefits portfolio.

Executive Benefits & Life Insurance

In an increasingly competitive environment, business owners are constantly looking for ways to protect their business all while rewarding and retaining their top talent. At Heffernan, we offer executive benefit programs and insurance options that strategically supplement both group disability and retirement programs. Our solutions provide the necessary benefits that individuals want, and business owners need.

Wealth Management

To reach financial independence, it has never been more important to enlist the help of a professional financial consultant to help address your unique needs and goals. Our advisors work with you one-on-one to determine your current financial situation, risk tolerance, and objectives to create your unique financial plan. This plan is presented as customized reports that establish a clear understanding between you and your advisor as to the investment objectives and guidelines pertaining to your assets.

What is Your Risk Score?

Complimentary Portfolio Risk Analysis

Looking for Ways to Protect Your Business and Retain Employees?

Complimentary Review of your Executive Benefits

Have you Evaluated your Retirement Plan recently?

Complimentary Retirement Plan Benchmark Review & Analysis