Heffernan Financial Services Inc.

Description

Heffernan Financial Services Inc. provides financial advisory services to corporations, foundations, and individuals. It offers financial services, such as corporate and not-for-profit retirement plan services that comprise investment due diligence, targeted communication, employee communication and education, plan level benchmarking, expense analyzer, plan design and support, fiduciary oversight, and executive compensation; education planning services; and risk management services, such as facilitation and recommendation of property and casualty coverage, coverage analysis, medical insurance, liability exposure management, and personal insurance. The companys financial services also include estate and financial planning services, such as annuities, disability income, life insurance, term and whole life, universal and variable universal life, long term care insurance, estate planning, wealth transfer strategies, retirement planning, and charitable gifting for individuals, as well as executive bonus plans, buy/sell insurance, deferred compensation, key person insurance, split dollar plans, business overhead expense insurance, buy/sell agreements, stock option planning, and family governance and business for corporate. Heffernan Financial Services also provides investment advisory services in the areas of asset allocation, controlling cost, managing risk, impact of taxes, and individually designed portfolios; and nonprofit consulting services, such as assistance with investment policy statements, donor gifting advisory services, endowment management, accounting and recordkeeping, and social and moral investment screening. It serves customers ranging from executives to non-profit and for-profit organizations in the United States of America. The company was founded in 1991 and is based in San Francisco, California. Heffernan Financial Services Inc. operates as a subsidiary of Heffernan Insurance Brokers, Inc.

Tags:

-