About My Practice
Since 1992, I have been helping clients coordinate their benefits, assets and taxes into one financial plan that makes sense. The stock market is not the only place to invest so we use a lot of other types of investments along with a lot of guaranteed products. It is about what you keep, not how much you have. Mr Heckman is a Registered Tax Return Preparer via the IRS and uses that knowledge to maximize your after tax values. Please read Eric's book, Worry Less Wealth available at http://www.worrylesswealth.com
We have helped and continue to Business Owners, High Tech Professionals, Families and Retirees in the Silicon Valley for over 20 years. We offer references upon request and you can see our website at www.wealthcreator.com Eric Heckman founded the national non-profit, Financial Knowledge Institute or www.financialknowledgeinstitute.org that provides free workshops for organizations and companies and their employees. Mr. Heckman has been quoted in the Wall Street Journal, Fiscal Times, & San Jose Mercury News. He wrote the book, Worry Less Wealth.
Registrations, Licenses, Certifications & Affiliations
Life insurance: CA, MO, FL, AZ, NM, Health/disability insurance: CA, MO, FL, AZ, NM, Property/casualty: CA, Fixed annuities: CA, MO, FL, AZ, NM
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU, RTRP
Considerations: We are a firm that uses fee based investments & guaranteed products
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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