Books
Retire Tax Free
The magic in getting to the tax-free world is doing so without increasing your taxes. The challenge is finding the strategy to offset the tax that you would otherwise pay on moving to the tax-free world. So while there are only a few tax-free growth tools. There are a number of mechanisms or strategies to offset the Roth conversion cost. If you recognize the impact taxes will have on reducing your wealth, then it is critically important to develop your strategy to get to “income tax free,” and it is also critically important to speak with your financial advisor each year to grab unplanned opportunities to further your plan’s success.
Jim’s latest chapter in the book, Successonomics
The intriguing part of success is that it means such different things to different people. However, just as success encompasses achievement, Successonomics implies the achieving of goals through fiscal competence. The concept of Success combined with Economics is a formidable financial combination.
Winning The Tax Game by Jim Heafner
In this book, we talk about some of the biggest mistakes that investors make when it comes to their taxes. Then we’re going to talk about how you can solve those problems – legally, morally, and ethically. My goal here is to ask some pointed questions and get you to look at your taxes with a new eye. You make choices about your tax bill every day. Are you making the right choices? Or are you like most investors, leaving money on the table, wasting money on taxes you just don’t have to pay?
The Myth Of The Rich Doctor
While many medical professionals are in-tune with their own personal health and the health of their patients, they sometimes tend to neglect the state of their own financial health. Download this free eBook to read Jim’s foreword and afterword to learn more about his connection to the medical industry, and how he likes to assist medical professionals with their investing and retirement strategies.
Speaking to International Thought Leaders at West Point
Thought leaders from around the world gathered at West Point for the Leadership Speakers Academy on October 9th, 2016. Here, Jim Heafner was presented with the Outstanding Leadership Speaker award.
Our Philosophy…
You may ask: What’s in a logo? We want our logo to represent our philosophy. Our logo is a lion in winter. We want you to be a lion in the winter of your life — leading an independent, abundant, and satisfying life — and finish strong! Bring as much passion and spunk to your winter years as you did during your spring, summer, and autumn years. This requires your passion and a great financial plan.
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Call (704) 552-1230 to schedule a conversation with Jim!
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