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Heafner Financial Solutions, Inc. in Charlotte, North Carolina
(704) 552-1230
10700 Sikes Place, Suite 200
Charlotte, NC 28277
Company Description:
Retirees like certainty. Taking risk may have worked, but retirement is a time for dependable income and reserves that won't disappear. Heafner Financial creates strategies for affluent families and business owners to create a stress-free retirement by providing predictable lifetime income, asset protection and tax reduction. Our goal is to provide our clients certainty, ease, freedom and control. Jim Heafner is a fiduciary, a Certified Financial Advisor and Certified Tax Specialist.
Services Offered:
Retirement Planning
Advanced Retirement Strategies
Tax Reduction Strategies
Estate Tax Planning
Wealth Management
Business Information:
| In Business Since: | 2006 |
Hours of Operation:
| Monday: | AM 8:30 to PM 5:00 |
| Tuesday: | AM 8:30 to PM 5:00 |
| Wednesday: | AM 8:30 to PM 5:00 |
| Thursday: | AM 8:30 to PM 5:00 |
| Friday: | AM 8:30 to PM 5:00 |
| Saturday: | Closed |
| Sunday: | Closed |
Payment Methods:
Personal Check, MasterCard, Discover, Visa, American Express