Heckman Financial & Insurance Services Inc-HFIS

Heckman Financial & Insurance Services Inc-HFIS is a financial planner in San Jose, CA. The firm helps individuals and families achieve their ideal retirements by assessing financial situations and making recommendations in their best interest. Services include retirement income strategies, wealth management, annuities, investments, IRA and 401(k) rollovers, asset protection strategies, life insurance, long-term care strategies, tax-efficient strategies, tax preparation support, IRA legacy planning, paying for education, and charitable giving. The firm also provides tax planning strategies and refers clients to professionals for additional needs. The team is led by Eric, who has been president for over 30 years. He is an author and speaker in the San Jose community and founded the Financial Knowledge Institute, a 501(c)3 nonprofit. Eric is the author of “Worry Less Wealth” and serves on the board of the Rotary Club of San Jose Foundation. He is active in the San Jose Downtown Association and is a Boy Scout leader. Harry is a Wealth Advisor and Chartered Financial Planner who graduated with honors from the London School of Economics in 2014. He previously worked as a private equity research analyst and spent over seven years with a boutique wealth manager in Cambridge, UK. Roger Gainer is an Investment Adviser Representative and licensed insurance agent in life and health insurance. Roger began his career in financial services in 1984. The business holds a 4.60 rating based on customer reviews. Heckman Financial & Insurance Services Inc-HFIS provides objective advice to help clients manage wealth and assets to pursue retirement goals in San Jose.

The business is located on West Santa Clara Street, just steps from North Almaden Boulevard and near public artworks such as Life Abundant in the Face of Death Imminent. It is also close to South Almaden Boulevard and the Guadalupe Freeway.

Services:

• Family Legacy Planning
• Health Care Navigator
• Income Extender
• Investment Optimizer
• Tax Minimizer