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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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    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.

    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.

    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.