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Blog

A man sitting on a bench watching a plane take off
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
Read More
Person writing a list in a notebook
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 intentions
Read More
Two elderly people sitting on a bench looking at the sea
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
Read More
Two women meeting in an office space.
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
Read More
Two people at work high fiving at a desk
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
Read More
Woman with graduation cap looking at the sky
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
Read More
Man sitting on bench in park
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?
Read More
An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
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.
Read More
Two older businesspeople looking at a tablet screen
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?
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Blake Thibault | Jul 3, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Read More
Mother and child working on a laptop together
Blake Thibault | Jun 26, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
Two yellow balloons with smiley faces on them
Blake Thibault | Jun 19, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More

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Locations

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

 

E | hfs@heffgroup.com

Get in Touch

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.

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