Financial ServicesHeffernan Financial Services is a comprehensive financial advisory firm offering investment advice to corporations, foundations and individuals. Privately held, the firm today ranks among the top independent financial advisory practices in California with over $600 million in assets under management. Founded in 1991, we specialize in integrated investment advice and offer a full array of in-house services that include; investment advisory, corporate and not-for-profit retirement plan design & implementation, estate & trust planning, philanthropy and cash management. Corporate and Not-For-Profit Retirement PlanningOur goal is your success, an efficiently managed retirement vehicle that helps both corporations and nonprofit organizations attract and retain valuable employees. Investment Advisory ServicesHeffernan's investment advisory services are an integral component of our overall goals driven approach to advising our clients. We seek to provide you with returns that are consistent, competitive and in-line with your objectives. Estate & Financial Planning ServicesOur unique process enables us to identify coordination gaps in your current plan and to identify unrealized opportunities. The main goal within our disciplined process is to minimize estate tax and maximize the benefit of passing wealth to future generations. Education Planning ServicesWhether you’re interested in the qualified tax-free withdrawals of a 529 College Savings Plan, the gifting option of a UTMA/UGMA or the tax deductions available under an Education IRA, we can help you explore your options and guide you toward smart decisions. Risk Management ServicesWe offer a full array of risk management services including advice on property and casualty insurance matters, asset protection structures and privacy issues. |
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