What is covered by the free consultation?
Our first step is to consider what is important to you. We then evaluate your needs and circumstances and make sure any questions get answered. We customize a plan of action to address those questions before moving forward. Whether your concerns are as broad as 'How much do I need to retire?' or 'How do I allocate my 401(k)?,' Heim, Young & Associates will address each question individually.
How do we help you meet your goals?
Everyone would like to be financially independent at some point in their lives. We make your priorities our priorities and customize plans to help you reach your goals. Our qualified professionals have many years of combined experience in the investment and insurance industry, including individuals with the Certified Financial Planner™ certification. We proactively assist clients with retirement planning, estate planning, IRA rollovers, college education funding, life insurance, long-term care insurance, income tax planning and more.
How are we compensated?
There's no cost for our initial consultation which is designed to generate an understanding of your financial circumstances. This meeting helps to determine our business relationship in more specific terms, including how we are compensated. While our compensation may vary from client to client, we typically receive a management fee based on assets invested with us. Once you've decided to use our services we believe it will pay for itself many times over through the ongoing financial planning process. Our strength of independence allows us to select from a wide menu of choices according to your goals. Coupled with our ongoing research, we feel that we provide outstanding value to our clients.
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To schedule your free "no obligation" initial consultation, complete the quick contact form below. If you are undecided and still have questions, call us at 417-882-7283 or 800-779-7283 for the answers. It's your money, your future, your move.
IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment advisor, BD agent or IA representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker-dealer, investment advisor, BD agent or IA representative requirements, as the case may be; and Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment advisor, BD agent or IA representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker-dealer, investment adviser, BD agent or IA representative requirements, or pursuant to an applicable state exemption or exclusion or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative, a consumer should contact his or her state securities law administrator.