Question 1

What services does the company offer?

Accepted Answer

The company can help you manage your wealth and assets so you can pursue your goals. They offer financial advisory services and can work with you to create a plan to achieve your financial objectives.

Question 2

What is the "Worry Less Wealth®" process?

Accepted Answer

The "Worry Less Wealth®" process is a three-step approach to financial planning. First, the company will learn about what's most important to you and review your current financial situation. Then, they will help you evaluate your options and create a plan. Finally, they will work with you as your financial advisor for the rest of your life.

Question 3

How can I get a free report on my retirement readiness?

Accepted Answer

You can get a free report on your retirement readiness by taking the "Retirement Readiness Checklist" on the company's website. This will help you assess your current financial situation and identify any areas that need attention.

Question 4

What is the "What's My Risk Number?

Accepted Answer

" feature?
The "What's My Risk Number?" feature allows you to determine your personal risk tolerance. This information can be used to help the company's financial advisors create a investment strategy that aligns with your risk profile and financial goals.

Heckman Financial & Insurance Services Inc-HFIS

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About Heckman Financial & Insurance Services Inc-HFIS

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Frequently Asked Questions about Heckman Financial & Insurance Services Inc-HFIS

What services does the company offer?

What is the "Worry Less Wealth®" process?

How can I get a free report on my retirement readiness?

What is the "What's My Risk Number?

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