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Blog

Hands holding a small wrapped present
Blake Thibault | Apr 28, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two people having a picnic by a lake
Blake Thibault | Apr 28, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Elderly woman doing yoga in a park
Blake Thibault | Apr 28, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Pre-Retirement Career Planning | Heffernan Financial Services
Heffernan Financial Services | Nov 5, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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An exit sign in a modern office building
Heffernan Financial Services | Nov 5, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
Don't Derail Retirement Plans | Heffernan Financial Services
Heffernan Financial Services | Nov 5, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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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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