Don't Lose the Game You've Already Won
Most people want to understand the basics of what their money is doing now and what they can do to reach their most essential life goals, such as taking care of their family and achieving a lasting, comfortable retirement.
That’s why we focus on education as a core part of our service, and we know it’s important to always deliver information in a way that is straightforward, clear and understandable.
It's Not About Home Runs, It's About Singles and Doubles
THE PLANNING PROCESS HELPS FORM THOSE DECISIONS THAT help KEEP EVERYTHING ON TRACK AND BRING LASTING RESULTS. WE KNOW THAT EACH CLIENT IS DIFFERENT AND THEY DESERVE A WIDE RANGE OF SOLID STRATEGIES TO ADEQUATELY IMPLEMENT THEIR RETIREMENT PLAN .
We Don't Over-Promise,
We Provide Transparency
Whether our goals are protecting assets, reducing taxes, generating more lifetime income or removing undue risk, we know genuine understanding drives good decisions for a lasting plan. That’s why, through our decades of experience, we aim to simplify investing and offer solid implementation platforms that allow our clients to have confidence in their financial future.
Let's talk today and see what we can do for you.
Meet the Team
ChFC®, CASL®, CLTC, LUTCF
Senior Financial Planner
Financial Services ProfessionaL
Rob has been making the complexities of retirement planning simple and understandable to people since 1994. Whether he’s conducting financial education seminars for major corporations or working with individual clients, he applies his experience and four professional designations focused on financial and retirement planning, to an honest, straightforward assessment and ongoing plan for each client’s secure financial future.
Will Pfeifer III
Financial Services Professional
As a graduate of the University of Arizona, Will helps clients customize their financial strategies to help them meet their goals. He holds the Chartered Mutual Fund Consultant and an Accredited Asset Management Specialist designations, with prior expertise as an active trader and options specialist.
Case Design Consultant
Brian has been with Heller Financial Services since May 2008 and works with financial planners in a support capacity to develop smart, effective strategies to help their clients achieve their financial goals. Brian has ten years of experience in the financial services industry and earned his Certified Financial Planner, CFP® certification in 2011. He previously attended Dowling College in Oakdale, NY and earned an MBA in Banking and Finance. His area of expertise is to provide financial planners with projections of their clients’ long term financial positions and to validate final recommendations proposed by the planner using various financial planning software tools.
NEW BUSINESS SPECIALIST
Karol is our New Business Specialist. From when you start working with our group, she will be your main point of contact. She helps our new clients with all necessary paperwork and scheduling any appointments for underwriting requirements.
CLIENT SERVICE SPECIALIST
Veronica is our Client Services Specialist. She is your first point of contact for any of your needs. She helps schedule all client appointments and reviews and is here to help with any questions or concerns you may have.