E.F. Heagen & Associates

(949) 487-6711

Why Work With Us

As financial markets become more complex than ever, working with a financial advisor one can trust is more important than ever. Individuals and business owners are busy and often don’t have the time to manage and truly understand their investments. Working with an experienced advisor may provide a higher level of confidence as they approach retirement and other milestones.

Our firm, E.F Heagen and Associates, works with the belief that any advisor can provide investments; it’s the trusted relationship that can be harder for clients to find. With more than 30 years of experience and a commitment to providing impeccable service, we seek to build long-term partnerships with our clients. By providing objective advice and honest recommendations, we can manage our clients’ assets and investments so they can instead focus on life and the ones that they love.

When working with E.F. Heagen and Associates, clients can benefit from:

  • A holistic financial planning approach. From the first meeting, we listen to clients’ goals and dreams, crafting an investment strategy aligned with those objectives. By addressing clients’ short-term and long-term goals, he seeks to develop a comprehensive strategy that grows with clients through the many stages of life.
  • Objective advice. As fee-based independent advisors, we are committed to providing honest guidance. Without any conflicts of interest or quotas to meet, we develop strategies and make recommendations based on each client’s individual needs and goals. We are also passionate about researching our clients’ investment options and take our time to consider all factors when making recommendations.
  • Investment flexibility. We are supported by broker-dealer LPL Financial, which does not offer any proprietary products. This relationship means that we can choose objective investment strategies and products from a wide range of investment managers. We pride ourselves on being able to offer open architecture investment options, meaning that we think outside of the box when crafting our clients’ strategies.
  • Reliable communication. We seek to stay in contact with our clients based on their preferences, whether it’s an annual review or a quarterly update. This constant communication allows us to develop deeper connections with our clients and invest ourselves in their financial future.
 
 

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