Heafner Financial Solutions, Inc.

Description:
Retirees like certainty. Taking risk may have worked, but retirement is a time for dependable income and reserves that won't disappear. Heafner Financial creates strategies for affluent families and business owners to create a stress-free retirement by providing predictable lifetime income, asset protection and tax reduction. Our goal is to provide our clients certainty, ease, freedom and control. Jim Heafner is a fiduciary, a Certified Financial Advisor and Certified Tax Specialist.


Address: 10700 Sikes Place, Suite 200, Charlotte, NC, 28277
Phone: 704-552-1230
Email: [email protected]
Website: http://heafnerfinancial.com/


List of Services:
Retirement Planning
Advanced Retirement Strategies
Tax Reduction Strategies
Estate Tax Planning
Wealth Management


Payment Methods:
Visa, ATM / Debit, Mastercard, American Express, Financing Available, Personal Check, Discover, Invoice

Business Hours:
Mon: 8:30 am - 5:00 pm
Tue: 8:30 am - 5:00 pm
Wed: 8:30 am - 5:00 pm
Thu: 8:30 am - 5:00 pm
Fri: 8:30 am - 5:00 pm
Sat: Closed
Sun: Closed


Year Established: 2006
Number of Employees: 6