logo
Contact Us
(704) 552-1230
Request a Consultation

Blake Boelke

blake Blake grew up in Brookfield, Connecticut. After graduating high school, he enlisted in the United States Navy at 17 and was stationed in Coronado, California. He completed two deployments and received various medals and awards. After four years in the military, he and his wife Patricia moved to Charlotte. Blake is pursuing a bachelor’s degree in finance and economics full time. Being born in Charleston, South Carolina, he is an avid supporter of the Panthers and Hurricanes. Blake and Patricia spend their leisure time playing with their German Shepherd, Bo, and enjoying outdoor activities. blake@heafnerfinancial.com

Cassie Bishop

cassie Cassie is committed to providing an excellent customer service experience through a positive attitude and a high level of product expertise. With a bachelor’s in business and a minor in finance, Cassie comes to the Heafner team with nine years of experience in the financial industry. Originally from the Carolinas, Cassie spent many years travelling the country while her husband served in the Army. Now retired, they have returned home to settle in the Charlotte area. When not serving our clients, Cassie enjoys spending time with her son, reading, and volunteering in her community. She has a passion for our youth and teaches religious classes at her church. To relax, Cassie spends time with her family in the quiet outdoors, hiking and camping. cassie@heafnerfinancial.com

Alexandria Davis

alex Alexandria has worked closely with the firm for almost five years. She came to Heafner Financial after managing a small chain of family-owned retail stores in the greater Charlotte area. Alex’s main duties include paraplanning with Jim Heafner, event coordination, office management, customer service, and compliance. She is ecstatic that she can wake up every day and be excited to go to work! Alex obtained her NC Life and Health License in 2015, and her favorite part of this job is the relationships she makes with Heafner Financial’s amazingly loyal clients. When she’s not at work, Alex is spending time with her husband, Morgan, her brand new baby, Addison, and close family, enjoying the lake, fishing, and relaxing. alex@heafnerfinancial.com

Kristina Fausel

kristina Kristina joined Heafner Financial in October 2014. With over 30 years in the financial industry and 12 years as a public servant for state and federal government housing programs, she is not considered a newbie. Kristina started her career in upstate New York and spent the last 28 years in South Florida accomplishing many objectives in the housing industry. Kristina is a certified National Foundation Credit Counselor (NFCC), a Housing and Credit Counselor, and a certified NeighborWorks America Counselor in housing, foreclosure intervention, default, and homeownership. There is no household budget she cannot handle. Arriving in Charlotte at the end of 2012, she and her husband, Ed, have plans to retire here and enjoy the seasons and country-style living she misses from her childhood. Ed and Kristina also retired from their professional drag racing team in 2012, but they continue to assist with organizing tech officials and operating timing systems at Charlotte Motor Speedway. kristina@heafnerfinancial.com

Colleen Hersperger

colleen Colleen came to Charlotte from Pittsburgh bringing over twenty years of administrative assistant experience, most recently working with one of the top advisors in the Pittsburgh area. She brings new ideas mixed with old-fashioned customer service to our team. She also brings her love of the Pittsburgh Steelers, Pirates, and Penguins. Her diverse marketing experience includes working with Miller Coors, Heineken, and US Airways. She will be assisting Jim and Alexandria with helping you be in the best possible place for a financially powerful retirement. colleen@heafnerfinancial.com

Anne Wright

anne Anne brings many years of customer service experience to Heafner Financial. She spent 10 years as Director of Customer Service at a major cable television company in Southern California and 14 years as Office Manager for a local small business. As our Director of First Impressions, her attitude and personality create a pleasant and positive atmosphere for our clients. Her main focus is to offer clients friendly and quick service because it’s the basis of a great working relationship. Anne and her husband, Bob, live in Charlotte with their dog, Willie, and enjoy spending their leisure time entertaining their grandchildren and participating in equestrian activities with a local horse lovers group — a passion of theirs for many years. In addition, Anne is also an active member of the Alpha Chi Omega sorority alumni club. anne@heafnerfinancial.com
  • Home
  • About
    • Meet Jim Heafner
    • Our Company
    • Photo Gallery
  • Services
    • Physicians & Dentists
    • Business Planning
    • Income Planning
    • Tax Reduction
    • Legacy Planning & Preservation
    • Retirement Planning
    • Helpful Links
  • In the Media
    • Books
    • Learning Library
    • News Articles
    • Television
    • Blog
  • Events
  • Contact
  • Login

Heafner Financial

Smart Money Moves

For an abundant retirement …

Learn More

Smart Money Moves

For an abundant retirement …

Learn More

Smart Money Moves

For an abundant retirement …

Learn More

Retirement Solutions

The market is a great place to grow money, but a very challenging place to withdraw money. That’s why a custom financial plan is required to provide a high probability of tax-minimized lifetime income.

Learn More »

Guide to the New Tax Law

A comprehensive guide to the changes you should know about the new Federal Tax Law.




Learn More »

Smart Tax Strategies

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 American Tax Planning Institute and Tax Law Solutions.

Learn More »
(704) 532-1230

Our Philosophy

You may ask: What’s in a logo? We want our logo to represent our philosophy. Our logo is a lion in winter. We want you to be a lion in the winter of your life — leading an independent, abundant, and satisfying life — and finish strong! Bring as much passion and spunk to your winter years as you did during your spring, summer, and autumn years. This requires your passion and a great financial plan.

Request a Complimentary Consultation

Jim Heafner Has Been Seen In And On:

Our Team

Blake Boelke

New Business Support

Blake Boelke

View More

Cassie Bishop

Customer Service Manager

Cassie Bishop

View More

Alexandria Davis

VP of Operations

Alex Davis

View More

Kristina Fausel

Director of New Business

Kristina Fausel

View More

Anne Wright

Director of First Impressions

Anne Wright

View More

Our Philosophy

You may ask: What’s in a logo? We want our logo to represent our philosophy. Our logo is a lion in winter. We want you to be a lion in the winter of your life — leading an independent, abundant and satisfying life — and finish strong! Bring as much passion and spunk to your winter years as you did during your spring, summer and autumn years. This requires your passion and a great financial plan.

Request a Consultation
Request a Complimentary Consultation

Contact Us

10700 Sikes Place
Suite 200
Charlotte, NC 28277
(704) 552-1230
(704) 552-1281
info@HeafnerFinancial.com

We Proudly Support


Proud Members Of

 
 
 

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Heafner Financial and RWA are not affiliated. Investing involves risk including the potential loss of principal.

No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claimants paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/ or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.

Request a Complimentary Consultation

  • Personal
  • Business
  • Mobile
  • Home
  • Business
Please check the box above.

 

Sending email...