Broker Check

How We Do Business

We offer long term customized financial services*

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.

<p>Retiring the 4% Rule</p>

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
<p>Safeguard Your Digital Estate</p>

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
<p>The Real Cost of a Vacation Home</p>

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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