Heckman Financial

As Heard On:

Social Security Decisions




How We Can Help You


Don't let the Financial Planning community confuse you!

Heckman Financial & Insurance Services

Creating a Financial Plan does not need to be complicated.  Our process eliminates opinion and uses a simple one page model to determine if a financial product/decision is right for you.  However, just creating a plan without implementing it is useless. We shop for the most appropriate insurance and investment products to help you put the plan in place now. 

If you have been waiting to create your plan, the time to act is now.  Call or e-mail for your complimentary Stress Test for your Financial Strategies.  At HFIS, Inc. we are confident that we can help you achieve your financial goals. This could be the most profitable hour of your life.  We encourage you to explore our site and learn more about the services we provide. Please e-mail us at info at wealthcreator dot com or call us at 408-297-9800 to get your plan in motion. We look forward to hearing from you.

Please tell me more about your investing process!


 
Eric Heckman's interview on Signature Silicon Valley discussing his latest book, Worry Less Wealth.

Mr. Heckman being interviewed by Heartbeat of America (2 part-YouTube)



Heckman Financial and Insurance Services focuses on serving the needs of investors with $100,000 and above.
Mr. Heckman is accepting a limited group of new clients via referral from clients, attorneys, CPAs and a preferred network of financial professionals.

 

Eric Heckman is licensed to sell insurance and annuity products in the following states of: California,  Florida, Missouri, Ohio, and New Mexico. Kevin McClelland is licensed to sell insurance and annuity products in California. Roger L. Gainer, ChFC is licensed to sell insurance and annuity products in California and Illinois. 

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 825 | 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. 

Telephone: 408-297-9800 | Fax: 408-297-9899
info@wealthcreator.com