How We Do Business We offer long term customized financial services* We gather information from our clients to help us best determine how to fulfill each client’s needs, objectives, and risk tolerances. We recognize that all clients needs are different, and offer a variety of investment products and services to fulfill those needs. If our clients have issues or needs we cannot fulfill, we are able to refer them to the right professionals (attorneys, CPA's, etc.).Heitzman & Associates continually seeks out and evaluates new and existing types of investments. We attend educational seminars and classes regularly, not only to further our investment knowledge, but also to pass that knowledge on to our clients. With this knowledge we strive to offer our clients the best investment products and investment strategies available.Heitzman & Associates meet with clients as often and as necessary as the client sees fit, to review their investments. As client's investment attitudes, needs and objectives change over time the need to review increases. We not only work for our clients, but with them, to make thoughtful and wise decisions about their financial future. A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Should I Invest in Gold? Learning more about gold and its history may help you decide whether it has a place in your portfolio. Contact Us Name Email Address Phone Question Thank you! Oops!