Main Office: 10700 Sikes Place, Suite 200, Charlotte, NC 28277 (704) 552-1230 | Fax: (704) 552-1281 | INFO@HEAFNERFINANCIAL.COM Contact Jim Heafner | North Carolina’s Premiere Financial Advisor – Charlotte Retirement. Heafner Financial Solutions, Inc. is a fully licensed and accredited financial advisory firm. Our Mission is to work with people who aspire to lead active, independent and fulfilling lifestyles into their later years of life. We want to encourage you to be a “lion in the winter,” bringing just as much passion and spirit into your golden years as you brought into your formative ones. We develop complete personalized financial plans that utilize unique, but proven, strategies to reduce relevant risks while creating realistic growth and dependable lifelong incomes. 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.