Stephens Heffner Financial Partners

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We focus on helping Individuals, Families, and Businesses create strategies to accomplish their financial goals. We specialize in working with Union Organizations and Employer Sponsored retirement plans with an emphasis on retirement strategies for their members/employees.


Insurance Products issued by Principal National Life Insurance Company® (except in New York) and Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Brad Stephens, Jason Heffner, Deb Fehl, Kolton Knox, and Brett Miller, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Advisor Representative. Stephens | Heffner Financial Partners is not an affiliate of any company of the Principal Financial Group®.
Brad Stephens, Jason Heffner, Deb Fehl, Kolton Knox and Brett Miller are not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make not representation as to the completeness or accuracy of information provided at these websites.
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

Keywords

401, unions, financial planning, financial needs analysis, business continuation, buysell agreements, college funding, deferred compensation plans, disability income insurance, estate planning, executive benefit strategies, group life insurance, business valuation, ira, life insurance, longterm care insurance, mutual funds, retirement planning, succession planning, pension plans

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