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    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    We are on a mission to protect clients from high fees and taxes of most retirement strategies by providing them with a plan to having lifetime income, more diversification and more alternatives to the stock market. By blending principal guaranteed income annuities, tax favored alternatives and investments based on academic research we find our clients to be able to weather most any economic storm.

    Who We Are / Our Focus
    Meet Eric Heckman

    Eric Heckman is a well-known speaker and author in the San Jose community. For over twenty years, he has been the President of Heckman Financial & Insurance Services, Inc.

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    What We Do

    Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals.

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    Upcoming Events

    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

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    At Heckman Financial, helping you meet your financial needs is our FIRST priority

    We’re happy to meet with you whenever is most convenient for you. Contact us at info@WealthCreator.com or call us at 408-297-9800 to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.

    An Investment Advisor Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's Investment Advisor Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Investment Advisor Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's Investment Advisor Representative requirements, or pursuant to an applicable state exemption or exclusion. HFIS, Inc. CA Insurance Lic. #0E89971. 111 North Market Street, Suite 920 | San Jose, CA 95113 IRS CIRCULAR 230 NOTICE: Any tax advice given as part of any meeting or presentation is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of (i) avoiding tax penalties or (ii) promoting, marketing or recommending to another party any matter or transaction addressed herein.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.