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.
Request Your No Cost, No Obligation Review
Featured TV Appearances
with Featured Guest: Jim Heafner
Charlotte Today
Retirement Check-Up: 401(k) Edition
During Jim’s Wednesday, August 16th segment on Charlotte today, he talked about why retirement savings account balances are booming, and the advantages of contributing to one. While many workers have access to a 401(k) retirement savings plan, they might not understand much about it. Watch Jim’s latest segment to learn more!
Read Jim’s Books
Don’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.
Retire 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.
Get 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.