Getting To Know Jim Heafner2018-11-13T19:14:30+00:00

Meet Jim Heafner

Jim Heafner, a Certified Financial Planner, Certified Tax Specialist and author, is founder and president of Heafner Financial Solutions, Inc. He graduated with honors and received his MBA from UNC-Chapel Hill. Jim is a proven entrepreneur, having founded, grown and sold America’s largest specialty fitness retail chain. He was selected as a Charlotte “Entrepreneur of the Year” finalist. His companies have made The Business Journals’ “Fast 50” honoring the 50 fastest growing companies in central North and South Carolina and Inc. Magazine’s“Fast 500” honoring the 500 fastest growing companies in the U.S.

Jim believes in the value of comprehensive financial planning and the importance of tax planning. He is an Ed Slott Master Elite IRA Advisor and has qualified for the Million Dollar Roundtable year after year. Jim the author of multiple books and has been featured on ABC, NBC, CBS and FOX TV as well as in The Wall Street Journal and Forbes Magazine. He is a contributing author to US News and World Report, Worth Magazine, Fox Business, New York Post, Fiscal Times, and

Jim is the founder of Your Secure Retirement Process, a step-by-step guide designed to dodge the landmines of traditional financial planning, so his clients can live confidently, comfortably and worry-free about their money.

Jim is a believer in the value of physical as well as financial fitness.  He is an active athlete committed to a healthy and active lifestyle. Water and downhill skiing, tennis, biking and scuba diving are his favorites. Jim lives in Charlotte, NC with his wife, retired publisher, Liz Neely-Heafner and their four adopted dogs.

Heafner Financial Solutions, Inc. is a member of the Ed Slott Master Elite IRA Advisors, the Better Business Bureau and the National Ethics Association. You may email Jim directly at

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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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10700 Sikes Place
Suite 150
Charlotte, NC 28277
(704) 552-1230
(704) 552-1281

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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.
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