E.F. Heagen & Associates

(949) 487-6711

Individual Investors

Retirement means something different to each person. Not having to worry means not only having plenty of money when you retire but also being secure 20 or more years in the future. Every client has a different vision of what life will be like in the future. While we focus on that vision, we also have to see it clearly, objectively. Each person has different challenges. If you have children to send to school, or greater medical needs, your personal inflation rate might be very different than the standard increase in the CPI. Tax considerations could change dramatically. Are these considered by your current plan? What if things don’t go as planned? What if the world changes, tragedy strikes, or health care concerns come faster than expected? If your plan does not take a hard look at contingencies, please call us.

We ask the tough questions. We not only look at the financial risk, but the life style risk as well. With over 30 years of experience, we have seen clients through life altering changes. Being familiar with those challenges helps us keep you ready for them, should they arise.

Retirement Planning

  • Defined Contributions Plans
  • Defined Benefits Plans
  • Executive Compensation
  • Annuities
  • IRAs

Investment Management

  • Discretionary Portfolio Management
  • Asset Allocation
  • Diversification
  • Risk Assessment
  • Investment Tax Consequences
  • Income and Distribution Focused Portfolios

Financial Planning

  • 529 Plans
  • Asset Protection
  • Long-Term Care
  • Insurance
  • Business Succession Plans

Alternative Investments

  • Healthcare Real Estate Investment Trust
  • Business Development Company Real Estate Investment Trust
  • Structured Products
  • Private Equity Funds
 
 

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