Updated November 21, 2023
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Heckman Financial & Insurance Services

Investment Advisor Firm
Total assets under management$82M
Years in business19+

About Heckman Financial & Insurance Services

Heckman Financial & Insurance Services, Inc. is a financial advisory company that aims to help individuals achieve their ideal retirement. Led by president Eric Heckman, who has over 30 years of experience in the industry, the firm provides objective and comprehensive advice to clients by creating strategies to preserve assets, increase income, and potentially reduce taxes.

One of the key aspects of Heckman Financial's approach is getting to know each client and their specific financial concerns. By understanding individual needs and goals, the team can tailor a personalized financial strategy utilizing a range of investments and insurance products and services.

Eric Heckman is well-known as a speaker and author in the San Jose, California community. He has authored the book "Worry Less Wealth" and founded the Financial Knowledge Institute, a nonprofit organization that promotes financial education. As an active member of various community organizations, such as the Rotary Club of San Jose Foundation and the San Jose Downtown Association, Eric demonstrates his commitment to making a positive impact beyond his professional endeavors.

Heckman Financial & Insurance Services prides itself on helping clients stay on track with their financial strategies. The team monitors progress closely and makes any necessary adjustments to ensure clients are on target for their retirement goals.

Overall, Heckman Financial & Insurance Services offers objective advice and tailored financial strategies to help individuals pursue an ideal retirement. With Eric Heckman's extensive experience and involvement in the community, clients can trust that they are working with a knowledgeable professional who understands their unique needs.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Strategy
  2. Wealth Management
  3. Tax-Efficient Strategies
  4. Legacy Planning
  5. Charitable Giving
  6. Life Insurance

More about Heckman Financial & Insurance Services

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1115494

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Heckman Financial & Insurance Services.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings