Affiliates

Why Do Advisors Become Affiliates 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 affiliate 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 affiliates 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

Contact Me

Office 315-731-5400 ext. 5425


Email

David L Yaktine

David Yaktine   CLU®, ChFC®, CASL®

Wealth Management Advisor

Contact Me

Office 417-877-4421


Email

Robert S Fussell

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

Wealth Management Advisor

Contact Me

Office 919-755-3217


Email

Richard W Lambert

Richard Lambert

Financial Advisor

Contact Me

Office 262-255-1970 ext. 237


Email

Robert D Davey

Robert Davey   CFP®, CLU®, ChFC®

Wealth Management Advisor

Contact Me

Office 860-570-7469


Email

Patricia G Davis

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

Wealth Management Advisor

Contact Me

Office 610-254-5052


Email

Glenn C Hickok

Glenn Hickok   CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Contact Me

Office 973-531-2173


Email

Wm G Loventhal

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

Financial Representative

Contact Me

Office 404-846-3175


Email

Craig L Meadows

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

Financial Advisor

Contact Me

Office 203-945-5866


Email

William Patrick Senif

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

Financial Advisor

Contact Me

Office 607-547-5725


Email

Thomas J Horky

Thomas Horky   CLU®, ChFC®, CASL®

Wealth Management Advisor

Contact Me

Office 608-836-3080


Email

Randall E Hall

Randall Hall   CFP®, CLU®, ChFC®, RICP®, WMCP®

Wealth Management Advisor

Contact Me

Office 508-251-7237


Email