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.