Retirement Plan

About Heafner Financial Solutions

Many financial advisers are little more than product salesmen, they don’t offer real solutions. Typically, the closest they come to giving you a financial plan is selling you a diversified portfolio and hoping it grows enough to provide the income and reserves you want. At Heafner Financial we strive to be more than just an adviser.

As a client you can expect Heafner Financial to provide the best investments for your situation.  Heafner Financial will do so without limitations imposed by a broker-dealer or an employer who might require us to sell only the products that provide them the most profits.


Building Your Secure Retirement Masterplan

Your Secure Retirement Masterplan is a Heafner Financial proprietary method of increasing your chances of success for the retirement you want. In retirement, many families’ assets are at risk of shrinkage and even depletion due to market volatility, low returns, and “income drag.”

In need of monthly income, retirees often shift more money to bonds and cash to try to make their income last. However, their income is still at risk.  The approach is called “income drag,” because it drags down growth. “Income drag” acts like friction to reduce earnings. Heafner Financial believes, as do many financial researchers, there are better ways to ensure income and increase growth.

The solution should be to provide predictable and dependable income for as long as you live. The plan also needs to allow high growth comparable to a 100% stock portfolio. How do you accomplish both? This is the challenge for which most people have no plan.

Your Secure Retirement Masterplan is grounded in the research of America’s brightest minds in academia and independent think tanks: Wharton School of Business, Center for Retirement Research at Boston College, Texas Tech, Morningstar, The IFID Centre, Dr. Wade Pfau, Ph.D., CFA ®, and Dr. Moshe Milevsky, Ph.D.

Your Secure Retirement Masterplan offers a simple method to help you understand the issues at hand, learn about advanced strategies for success, and test the results to see the math behind each plan. Then select the solutions that work best for you.

Your Secure Retirement Masterplan is only offered by Heafner Financial. It is our commitment to your success in good times and bad!

Our Team

Blake Boelke

New Business Support

Blake Boelke

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Cassie Bishop

Customer Service Manager

Cassie Bishop

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Alexandria Davis

VP of Operations

Alex Davis

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Kristina Fausel

Director of New Business

Kristina Fausel

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Anne Wright

Director of First Impressions

Anne Wright

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