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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Blake Thibault | Sep 25, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Blake Thibault | Sep 18, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Blake Thibault | Sep 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Blake Thibault | Sep 4, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Blake Thibault | Aug 28, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best
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Blake Thibault | Aug 21, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Blake Thibault | Aug 14, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Blake Thibault | Aug 7, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Blake Thibault | Jul 31, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Blake Thibault | Jul 24, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Blake Thibault | Jul 17, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Blake Thibault | Jul 10, 2023

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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WALNUT CREEK (Headquarters)

P | 800-437-0045
F | 415-778-0139

1350 Carlback Ave
Walnut Creek, CA 94596

 

IRVINE

P | 949-771-3400
F | 415-778-0139

18004 Sky Park Circle, Suite 210
Irvine, CA 92614

 

WASHINGTON

P | 800-437-0045
F | 206-702-2745

8015 SE 28th Street, Suite 214
Mercer Island, WA 98040

 

NEW MEXICO

P | 505-888-4015
F | 505-515-0036

6020 Academy NE, Suite 206
Albuquerque, NM  87109

 

E | hfs@heffgroup.com

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services are offered through Global Retirement Partners (GRP), an SEC Registered Investment Advisor. GRP, Heffernan Financial Services (HFS), and Heffernan Retirement Services (HRS) are separate entities from LPL Financial. GRP employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners;or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name of HFS or HRS, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Maine, Massachusetts, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, and Washington.

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