Eric R. Heckman, CFP^®

ChFC, CLU

President

Heckman Financial & Insurance Svcs., Inc.

333 W Santa Clara St Ste 604
San Jose, CA 95113

FINANCIAL ADVISOR'S WEBSITE

www.wealthcreator.com

(408) 297-9800 CONNECT WITH Eric

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

On the risk side of the world we are fee based but on the guaranteed side their is no such process so we do have to take commissions on guaranteed principal products.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Our site

Eric's Book

Eric's radio show

General

Eric Heckman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heckman Financial & Insurance Svcs., Inc. in San Jose, CA and the surrounding communities.

Financial Advisor Overview

The Blueprint To Worry Less Wealth(tm) creates an Income, Investment, Tax, Health Care and Legacy plans all into one short understandable course of action.

Financial Advisor Experience

Since 1992 Eric has been helping families make the shift from accumulation-growing your assets to income planning at retirement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - CTRP

Insurance Licenses

Life insurance: CA
Health/disability insurance: CA
Property/casualty: CA
Fixed annuities: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

On the risk side of the world we are fee based but on the guaranteed side their is no such process so we do have to take commissions on guaranteed principal products.