Request a complimentary no-obligation consultation with an advisor from Heckman Financial today!

Free Social Security Guide
Learn about strategies to use that may
increase your benefits.

Click here for more information from a CFP!

  • Creating Your Blueprint to Worry Less Wealth®

    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. Contact us today for your personalized Retirement Income Plan!


    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.

    » Learn More About Eric
    What We Do

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

    » Learn More About Our Services
    Upcoming Events

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

    » Calendar of Events

    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 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.

    Investment advisory services offered through Heckman Financial and Insurance Services, Inc. a Registered Investment Advisor. 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. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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