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, Fortune.com and MSN.com.
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 Jim@HeafnerFinancial.com
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.