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Heischman Financial Services

Company: Heischman Financial Services
Contact: Jon Heischman
Address: 7676 Slare Ridge Blvd
City: Reynoldsburg
State: OH
Zip: 43068
Phone: 614 861 7055
Fax: 614 755 4412
Email: jheischman@aol.com
Website: www.heischmanfs.com

About My Practice

Providing advice in retirement planning for individuals approaching retirement and currently in retirement. A financial services firm that is equipped to handle all areas of retirees needs, including providing clients of their best options for retirement account rollovers.

As an independent firm using unbiased advice, we have helped many retirees select the best strategies for their pension and social security options. Preservation of retirement assets is a top priority, as is continuous follow up and value added service.

Heischman Financial Services attributes the growth of their practice to the way they put the clients best interest first.

Offering Advice Since

1980

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations: RHU, LUTCF, CSA, CSSCS
Insurance Licenses:   Major Lines, Life, Health
Other Licenses, Certifications, Designations:    LACP certification from NAIFA
Education:   Business and Finance
Associations & Affiliations:  BBB, NAIFA, FSP, American College, CSSCS

Charges to Clients for Services

Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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