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Advocates

Why Do Advisors Become Advocates of Heckmann Financial?

The idea that smarter advisors can somehow gain a superior understanding of the economy or the market that could allow allowing them to somehow “time” or “outperform” the market couldn’t possibly be further from the truth. When advisors come face to face with this reality, they begin asking themselves some serious questions. How can I provide value to my clients that is worth many multiples of the fee I charge 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 help 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 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 versus 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 Wealth Plan
  • Develop a tax-efficient and coordinated income generation system for the distribution phase of your life
  • Implement 4 core tax-smart planning 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 careful planning and assistance from a specialized group of advisors. Like us, they want to help you get the most life out of your wealth.

Andrew P Shulla CLU®, ChFC®, CASL®

Financial Advisor

Jeff Kendall Zoller

Financial Advisor

David L Yaktine CLU®, ChFC®, CASL®

Wealth Management Advisor

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

Wealth Management Advisor

Robert D Davey CLU®, ChFC®

Wealth Management Advisor

Patricia G Davis CFP®, M.S., WMCP®, RICP®, CLU®

Wealth Management Advisor

Wm G Loventhal IIICFP®, CLU®, RICP®, AEP®, CASL®

Financial Representative

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

Financial Advisor

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

Financial Advisor

Thomas J Horky CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Roman Janos CFP®, AEP®, ChFC®, RICP®, QPFC

Wealth Management Advisor

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

Wealth Management Advisor

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

Wealth Management Advisor

Kerry Allen Schaible CLTC®

Financial Advisor

Peter H Miller CLTC®

Financial Representative

Shelby Anderson

Financial Advisor

Mark Neumann CLU®, ChFC®

Financial Advisor

Sherri A Mitchell CLU®, CFP®

Wealth Management Advisor

Matthew W Quitmeyer CFP®, CLU®, ChFC®, CASL®

Financial Advisor

Paul Roa CLU®, ChFC®

Financial Advisor

Robert B Frohman CLU®, ChFC®

Financial Representative

Kathleen M Keenan

Financial Advisor

Herschel Ambrose Harvey IIIMBA, CLU®

Financial Advisor

Shawn W. Copeland CLTC®

Wealth Management Advisor

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

Wealth Management Advisor

Samuel Waller CFP®, RICP®, CLU®, ChFC®

Wealth Management Advisor