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“Straight Talk!” Jim Heafner Explains…

Why “You’ll Just Know” with Jim

Why the lion in his logo

Why he is a “Fiduciary”

We’re here to help You plan and Succeed in Retirement

Rather than push products that make our broker/dealer the most money, we search continuously for the best financial strategies and choices for our clients. As a fiduciary, we are dedicated to working in your best interests, not the interests of some Wall Street company.

We are committed to your success regardless of what the market does. We have identified the risks that can cause failure, and have solutions that can help you enjoy the retirement you deserve.