Our Team
We can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues*
- Risk management analysis*
We also can answer your questions, including:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s a good approach for college savings?*
- What are the elements of a sound estate strategy?*
- Do I have enough life insurance for my family?*
Meet Our Team Members
Jeffrey J. Heitzman, CFP®, ChFC
CEO/President
(616) 774-9099
Examinations/Professional Designations: State of Michigan: Life, Accident & Health License, Variable License and Registration Securities Registrations: Series 7-General Securities, Series 63-USASLE, Series 24-General Securities...
James Heitzman
Of Counsel for Heitzman & Associates
(616) 774-9099
I started my career working as an Insurance Broker (Metropolitan Life and later as an Independent Broker) working primarily on group, life, and health insurance plans. After 22 years, I shifted my career to training and leading...
Ann Kloska
Office Manager
616-774-9099
Ann is the Office Manager at Heitzman & Associates, Inc. She has many responsibilities to assist Jeff in all aspects of the business. She helps prepare financial plans, prepare for client meetings and is responsible for proper...