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 whether most any economic storm.
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.
Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals.
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
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.