Jonathan M. Heller, CFA,
Workbook & Articles
Would you worry less if you were more confident that you
Would you like to worry less…and enjoy life more?
- have the right financial plan?
- are making the best decisions about
insurance, estate planning, retirement planning, budgeting, and so on?
- have the investments and the investment
strategies that will allow you to reach your most important
- are paying only what truly you owe in taxes
instead of giving the government what’s rightfully yours?
If you are like most people, you worry about your financial
future. You are frustrated by conflicting financial advice, overwhelmed by the
amount of information available, and distrustful of those who claim
to know the answers. You’re wondering if you will ever achieve your
goals and enjoy peace of mind. Where will the money come from to
fund your children’s education or your retirement? How can you be
assured that you’ll have the assets available to do what you want?
You can enjoy financial peace of mind.
When you visualize financial independence, what do you see? More
opportunities for travel? Working only part time? Volunteering for a
cause you care deeply about? The picture in your mind is like the cover
of your personal puzzle box and your finances are the puzzle pieces.
With the right help, you can put them together successfully.
We can help.
What usually happens is that you go to a stockbroker for investment
advice, an insurance agent to buy insurance, an accountant for tax
preparation, and an attorney for estate planning. All can give you great
advice about their area of expertise, but it's a bit like deciding what
the puzzle is based on only one piece. Is it any wonder that the pieces
then don't fit together?
What makes us different?
We focus on your goals and work with all areas
of your financial life—tax preparation and planning, investment
strategies, insurance, estate planning, retirement planning,
budgeting, and more—to create a financial plan that changes as your
circumstances change. Instead of just telling you what to do, we
work together with you, providing you with easy-to-understand
recommendations and helping you implement them every step of the
We are fee-only financial advisors. We sell no products and receive no commissions. Instead,
you pay us an annual fee for our objective, personal advice on how
to achieve your financial goals. This annual retainer covers all the
meetings necessary and allows you to contact us whenever you have
questions or your life changes.
Would you like to learn more?
Our free workbook, Seven Secrets to Financial Independence, and
accompanying article series will help you get started on the road to
a worry-free financial future. You will uncover common
misconceptions about money, you will learn you are far more in
control of your financial future than the media has led you to
believe, and you will be guided in taking simple steps to building
the financial future you desire.
Would you like to start today?
Contact us to schedule a
no-cost, no-obligation initial consultation. We’ll talk about your
financial concerns and objectives and the solutions we provide. If
there is a match, we can talk further about working together to help
you take the worry out of your financial future and achieve the
financial independence you desire.