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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.

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This calculator helps estimate your federal estate tax liability.

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

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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

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How federal estate taxes work, plus estate management documents and tactics.

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Agent Jane Bond is on the case, cracking the code on bonds.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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There’s an alarming difference between perception and reality for current and future retirees.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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All about how missing the best market days (or the worst!) might affect your portfolio.

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