Business Planning2018-11-13T19:17:00+00:00

Business Planning

Pave your company’s road to success by developing a proactive and purposeful business plan designed to address your common workplace needs. Our consultation services will provide you with comprehensive, case specific and tax efficient solutions to help manage your concerns and increase the efficiency of your business.

Our business planning concentrations include:

  • Asset Protection
  • Risk Management
  • Continuity and Succession Planning
  • Business Owner/Key Executive
  • Compensation and Benefit Planning
  • Employee Recruitment and Retention Strategies
  • Employee Incentive Plans
  • Tax Reduction Strategies
  • Non-Qualified Deferred Compensation Alternatives
  • Supplemental Retirement Plans
  • Exit Strategies

Heafner Financial can match your business’s needs with the strategies most capable of accounting for them. Let our services help to streamline your business plan!

Schedule an Appointment

Schedule a complimentary consultation

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.

Request A FREE Consultation

Ready to talk?

Call (704) 552-1230 to schedule a conversation with Jim!

Contact Us

Contact Us

10700 Sikes Place
Suite 150
Charlotte, NC 28277
(704) 552-1230
(704) 552-1281
info@HeafnerFinancial.com

We Proudly Support

Proud Members Of

Copyright All Rights Reserved

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
WealthGuard is a portfolio monitoring system, which identifies a client’s maximum portfolio downside or loss and indicates that immediate action is required in order to limit losses per the clients’s pre-determined risk tolerance. It is not an actual stop loss, and may not automatically sell the individual securities in the portfolio. Therefore, the WealthGuard Value is a reference point to encourage a conversation between Heafner Financial and the client, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the WealthGuard percentage, or reallocate to a different risk profile. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results.
Request A Consultation