E.F. Heagen & Associates

(949) 487-6711

Services

Based in San Juan Capistrano, E.F. Heagen and Associates works with both individuals and small business owners, offering a wide array of professional services. Our highly-researched, fee-based creative strategies are always tailored to a client's’ needs and objectives.

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Business Planning Strategies

We can help you tackle some of the financial complexities of running a business, including:

  • 401(k) and 403(b) Plans
  • Group Benefits
  • Traditional, SIMPLE, Roth, and SEP IRAs
  • Defined Benefits Plans
  • Profit Sharing Plans
  • Exit Planning
  • Succession Planning
  • Buy-Sell Agreements
 
 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, HI, ID, KS, KY, MA, MD, NJ, NV, NM, NY, OH, OK, OR, PA, SC, TX, UT, WA