Jim Heafner develops strategies to help families protect their assets while maximizing their lifestyle and legacy. Jim is a contributor to the Wall Street Journal, Fortune.com, US News & World Report, The New York Post, Worth Magazine, The Fiscal Times, and is the best-selling author of SuccessOnomics with Steve Forbes. He’s also been featured on ABC, NBC, CBS, and FOX.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Heafner Financial and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
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.