Advocates

Why Do Advisors Become Advocates of Heckmann Financial?

The idea that wealth management is in some way bound up in economic and market understanding which would allow an advisor to time the market or do better security selection couldn’t possibly be further from the truth. When advisors come face to face with this reality, they begin asking themselves a series of questions. How can I provide value to my clients that is worth many multiples of the fee charged to provide it? How can I help my clients achieve better outcomes than they could achieve on their own or with another advisor? What can be done to ensure the advice my clients pay for is an investment rather than an expense?

Heckmann Financial works with advocate advisors nationwide to help them implement and understand the systems that are critical to achieving better results for their most valued clients. That means your advisor has chosen to partner with us because they want you to be able to:

  • Define your vision for Financial Independence – “the ability to spend your time as you choose without regard to the revenue it might produce”
  • Get clarity around your Financial Capacity – understand your balance sheet from a “Lifetime Assets” vs “Legacy Assets” perspective
  • Eliminate gaps and overlaps in the investment management, tax management, and risk management divisions of your financial picture
  • Use non-emotional proactive rebalancing systems and a strategic selling approach to maintain the integrity of your Financial Plan
  • Develop a tax-efficient and coordinated income generation system for the distribution phase of your life
  • Implement 4 core tax-efficiency strategies that could potentially justify the cost of implementation all on their own
  • Organize your assets in a way that is truly connected to your Life/Legacy goals
  • Optimize your results by coordinating every aspect of your financial life

If your advisor has introduced you to Heckmann Financial, it’s because they understand you’ve reached a point in your journey that requires planning a select group of advisors can provide. They did it because they know what it took for you to get where you are, and they want you to get the most LIFE out of your wealth.

Many thanks to our advocates for putting YOU first and seeking to help you live YOUR most amazing life.

Andrew Shulla

Andrew Shulla   CLU®, ChFC®, CASL®

Financial Advisor

Contact Me

Office 608-836-2094

Email

 

Jeff Zoller

Jeff Zoller   CLU®

Financial Representative

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Office 315-731-5400 ext. 5425

Email

 

David L Yaktine

David Yaktine   CLU®, ChFC®, CASL®

Wealth Management Advisor

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Office 417-877-4421

Email

 

Robert S Fussell

Robert Fussell   CLU®, ChFC®, CFP®, CASL®, RICP®

Wealth Management Advisor

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Office 919-755-3217

Email

 

Richard W Lambert

Richard Lambert

Financial Advisor

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Office 414-240-5865

Email

 

Robert D Davey

Robert Davey   CFP®, CLU®, ChFC®

Wealth Management Advisor

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Office 860-570-7469

Email

 

Patricia G Davis

Patricia Davis   CFP®, WMCP®, RICP®, CASL®, CLU®

Wealth Management Advisor

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Office 610-254-5052

Email

 

Wm G Loventhal

Wm Loventhal   CFP®, CLU®, RICP®, AEP®, CASL®

Financial Representative

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Office 404-846-3175

Email

 

Craig L Meadows

Craig Meadows   CLU®, ChFC®, CLF®, CLTC®

Financial Advisor

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Office 203-945-5866

Email

 

William Patrick Senif

William Senif   CLU®, ChFC®, CASL®, RICP®, MBA

Financial Advisor

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Office 607-547-5725

Email

 

Thomas J Horky

Thomas Horky   CLU®, ChFC®, CASL®

Wealth Management Advisor

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Office 608-836-3080

Email

 

Roman Janos

Roman Janos   CFP®

Wealth Management Advisor

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Office 352-377-7577

 

Email

 

Jay Williamson

Jay Williamson   CLU®, ChFC®, CFP®, LUTCF®

Wealth Management Advisor

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Office 607-257-8665

 

Email

 

Brian Wilcox

Brian Wilcox   CLU®, ChFC®, RICP®, CASL®, CLF®

Wealth Management Advisor

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Office 315-782-7094

 

Email

 

Kerry Schaible

Kerry Schaible   ChFC®, RICP®, CLU®, CLTC®

Financial Advisor

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Office 608-836-3080

 

Email

 

Peter Miller

Peter Miller   CLTC®

Financial Advisor

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Office 650-264-4914

 

Email

 

Shelby Anderson

Shelby Anderson   CLU®, ChFC®, CASL®

Financial Representative

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Office 308-345-5740

 

Email

 

Mark Neumann

Mark Neumann   CLU®, ChFC®

Financial Advisor

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Office 262-787-7032

 

Email

 

Sherri Mitchell

Sherri Mitchell   CLU®, CFP®

Financial Advisor

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Office 414-615-1832

 

Email

 

Matt Quitmeyer

Matt Quitmeyer   CFP®, CLU®, ChFC®, CASL®

Financial Advisor

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Office 508-375-0082

 

Email

 

Paul Roa

Paul Roa   CLU®, ChFC®

Financial Advisor

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Office 757-476-7706

 

Email

 

Bob Frohman

Bob Frohman   CLU®, ChFC®

Financial Representative

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Office 513-769-7878

 

Email

 

Kathleen Keenan

Kathleen Keenan

Financial Advisor

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Office 856-810-3294

 

Email

 

Herschel Harvey

Herschel Harvey   MBA, CLU®

Financial Advisor

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Office 843-459-3096

 

Email

 

Shawn Copeland

Shawn Copeland   CLTC®

Financial Advisor

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Office 303-996-2385

 

Email

 

Jim King

Jim King   ChFC®, CASL®, RICP®, WMCP®, CFP®

Wealth Management Advisor

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Office 913-748-0684

 

Email

 


Heckmann Financial does not provide tax advice.