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Heafner Financial Solutions Inc Careers in Charlotte, NC

Heafner Financial Solutions, Inc.
  • No. of Employees

    1-10 employees

  • Industry

    Finance / Insurance

  • Type

    Public Company

About Heafner Financial Solutions, Inc.

Heafner Financial Solutions is a boutique wealth-management firm dedicated to designing custom, verifiable financial solutions to fit your lifestyle and your objectives. No pre-fabricated, cookie-cutter plans. We create customized plans with our unique processes and our meticulously researched products. Real risk reduction by addressing all relevant risks, including… *Products that cannot lose principal, and products that have never lost principal *Planning for tax minimization *Employing lawsuit and creditor shield *Utilizing options that can protect assets from nursing-home and long-term care costs. *Income plans for dependable and predictable lifetime income solutions. Our mission is to work with people who aspire to lead active, independent, fulfilling lives into and throughout their later years. Specialties Financial Planning, Income Planning, Tax Advisory, Estate Transition

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