Events by Heafner Financial

Tax Reduction

Since taxes are such a damaging destroyer of wealth, Heafner Financial will review the most appropriate tax reduction strategies with you.

We believe it is our job, not your CPA’s, to protect you from the big “tax-ectomy” by the IRS. To that end, Jim is an Ed Slott Master Elite IRA Advisor, a member of The Tax Planning Institute and Tax Law Solutions.

Business Owners

You may be a business owner who, after years of struggling and sacrifice, finally succeeds, earning the income you always wanted. Let’s say you’re now earning $1 million a year. Your plan is to spend $200,000 a year and save the rest because you only have ten years until retirement. Your retirement dreams are squashed when you realize the IRS wants $500,000 in income taxes each year.

Now, after spending $200,000 and paying the IRS $500,000, you can only save $300,000 per year, not $800,000! We know this situation well. The IRS tax code allows you to shield it all from retirement taxes — if you know the tax codes. We do!

Tax Reduction

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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