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
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Six overlooked tax deductions to help manage your tax bill.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Five phases to changing unhealthy behaviors.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Around the country, attitudes about retirement are shifting.
Are you ready for retirement? Here are five words you should consider.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?