Photo Gallery2018-11-13T19:16:07+00:00

Photo Gallery


Jim Heafner and Suzanne Somers
Speaking at an event held at Harvard Business School with Suzanne Somers.
Jim Heafner and Martina Hingis
Jim with tennis great and former world #1 Martina Hingis
Jim Heafner and John McEnroe
Jim playing doubles with tennis legend John McEnroe
Jim Heafner and Tony Robbins
Jim with America’s top coach Tony Robbins
Jim Heafner at West Point
Jim with George Ross
Jim Heafner and Lindsey Vonn
Ski and Dine with Lindsey Vonn in Vail, CO
Jim Heafner Speaking at Harvard Club
Jim Speaking at Times Square

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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
info@HeafnerFinancial.com

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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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