Retirement Solutions
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Smart Tax Strategies

Our Philosophy

Welcome to Heafner Financial Solutions, a fully licensed & accredited financial advisory firm in Charlotte, North Carolina. Founded by Carolina’s Retirement Coach, Jim Heafner.

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.

You know and I know that you don’t need a financial planner to win the game. Luck works — sometimes! You need a financial planner to win the game in good times and bad.

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Carolina's Retirement Coach

Featured TV Appearances

with Featured Guest: Jim Heafner

Charlotte Today

Create a Game Plan to Get in the Retirement End Zone

During Jim’s Wednesday, October 11th segment on Charlotte Today, he discussed the basic stages of planning for retirement and how they closely relate to a football game. Once you are able to clearly identify your goals for retirement, it then becomes time to customize a strategy that will help you to achieve your goals and live out the lifestyle you desire in retirement. Preparation and execution are essential for a safe, secure, and enjoyable life in retirement just like they are for winning a football game.

Read Jim’s Books

Jim Heafner Retire Tax FreeDon’t Let Taxes Negatively Impact Your Retirement – Retire Tax Free

Learn the different ways you can extremely reduce your tax expenses in retirement by requesting your book. We review the most appropriate tax strategies with you during our no cost, no obligation financial reviews because we know that taxes pose a threat to the wealth you’ve worked so hard to build.

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Jim Heafner Retire AbundantlyRetire Abundantly by Jim Heafner

Now is the time for you to start finding your unique path to the future you envision. Learn about the proven principles that can help create a more worry-free retirement with less stress. This book is not just about how to simply retire. Rather, it is about how you can retire abundantly.

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Jim Heafner SuccessonomicsGet Jim’s latest chapter in the book, Successonomics

The intriguing part of success is that it means such different things to different people. However, just as success encompasses achievement, Successonomics implies the achieving of goals through fiscal competence. The concept of Success combined with Economics is a formidable financial combination. Learn the secrets of success in the new economy and request Jim’s latest chapter in the book, Successonomics.

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