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Who I Serve

Informed clients demand integrated, holistic financial planning*. They understand that using a goals-based, systematic approach means reviewing all aspects of their lives – including current and future tax implications under new laws, cash flow needs, savings, investments, and other portfolio elements to create a total 360 financial plan tailored specifically for them. If this kind of approach is important to you - you are important to me.

Self-employed ‘solopreneurs’ of small businesses and privately-held organizations seek in-depth tax planning, preparation, and analysis. They use it to grow and build sustainable enterprise value in their business. They embrace various analytical software based on science and algorithms. They combine it with an in-depth analysis to deliver strategic guidance.

Insurance Claims professional and attorneys seeing prompt and thorough financial discovery and analysis. They use this information to advance the claim event or litigation dispute theory, leading towards resolution.

I'm here to serve you. When you come to me with questions or a need for financial solutions, you can count on my complete dedication and support.

*These services are offered by Jack Heil through his affiliation with Lombard Securities, Incorporated, Member FINRA/MSRB/SIPC .