A complete list of active advisors currently associated with Heckman Financial & Insurance Services, Inc.

Warmer can help you find a great advisor at Heckman Financial & Insurance Services, Inc. or one who fits your needs even better.

Heckman Financial & Insurance Services, Inc. advises individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, providing discretionary asset management, one‑time and ongoing financial planning, and ERISA retirement‑plan advisory services. In addition to advisory work, the firm and its representatives offer licensed insurance brokerage and tax‑preparation services and hold educational seminars and workshops for the public. The firm employs discretionary portfolio management using fundamental and technical analysis, documents client goals in investment policy statements, and performs quarterly reviews that include automated rebalancing and tax‑loss harvesting. HFIS also may engage third‑party managers and sub‑advisors to manage all or portions of client portfolios and monitors those managers while delivering their disclosures to clients. Distinctive features include the integration of insurance brokerage and tax‑preparation activities into the advisory business—representatives report spending a substantial portion of time on these services—and a practice of offering educational seminars and workshops. The firm discloses potential conflicts from insurance commissions and referral fees to third‑party managers and states it mitigates those conflicts through disclosure, procedures and adherence to its fiduciary duties.

To learn more about the advisors currently working at Heckman Financial & Insurance Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.