HEFFERNAN UTILIZES VENROLLMENT to create Retirement Benefits Videos for corporate retirement plans. These videos make it easy to provide important plan details to participants in a manner that is engaging, easy to understand, and available any time.
OUR TEAM OF ADVISORS offer Riskalyze risk assessments as part of Heffernan Financial Services' individual wealth management consultations. This web-based program captures a client's risk tolerance as a speed limit, and then that data is compared against current investments to determine suitability. The visual representations of tolerance and suitability make it easy for Heffernan's advisors to demonstrate impacts of investment options compared to each individual's personal risk tolerance and goals.
RIGHTCAPITAL is an interactive retirement planning tool that supports our clients in understanding their retirement readiness. It compares multiple scenarios, illustrates stress tests, and more, with detailed tax efficient strategies, Social Security
optimization, Medicare planning, and account aggregation.
Fiduciary management tool to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Their technology and analytics make implementing a prudent process for all clients easier at every step.
Research platform that compiles and analyzes fund, stock, and general market data to assist in independent analysis.
Scheduling platform that efficiently connects prospects and customers with members of our team.
A virtual conference platform which offers flexible webinar modes, interactive features, insightful analytics, and powerful integrations to create live and pre-recorded events.
GRP, Heffernan Financial Services, Heffernan Retirement Services, Heffernan Insurance Brokers, nor LPL Financial are affiliated with any of the above-referenced entities.