Heim Financial Solutions is based out of Springfield, Missouri and serves clients in the surrounding communities and states providing financial planning and access to third party management. Our mission is to provide the families and businesses we serve with innovated financial strategies, solutions and planning that can result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Heim Financial Solutions.
|Firm Start Year:||2008|
|Name of Custodial Firm:||TD Ameritrade|
|States Licensed in:||MO,AR,KS,OK|
|Number of Years with Current Firm:||11|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Compensation Methods:||Based on Assets|
|Bachelors of Science - Finance with an emphasis in Investments||
Missouri State University - Springfield MO
Dave and his wife, Tammi, live in Nixa, Missouri and have been married for 25 years. He attended Missouri State University on a football scholarship. While competing in collegiate football and earning All-American honors, Dave received his degree in Finance with an emphasis in investments. He began his financial planning career in 1989, and obtained his Series 6 and Series 63 security licenses, along with his insurance licenses. Dave is currently licensed in Missouri, Arkansas, Kansas, and Oklahoma. Many advisors are compensated by commissions when giving investment advice and do not always act with their clients' best interest in mind. However, Dave also obtained his Series 65 securities license and is a "Fiduciary", which means he is bound to serve his clients "best interests." Dave and Tammi are independent and provide comprehensive financial planning to assist their clients for all of their needs.
Financial Planning for Individuals
We enjoy meeting with individuals in order to assist them with a variety of retirement planning needs. Some of those needs include: Social Security Maximization, Complete Portfolio Analysis, IRA/401(k) Distributions, a Roadmap to Your Retirement, and Legacy Planning. We are Comprehensive Financial Advisors who are independent and will act in our client's best interest.
The strategy of buy and hold may no longer be the most effective method of obtaining significant returns. In the first decade of the 21st century, investors endured significant losses during 2001, 2002, 2003, and 2008. We match our clients risk tolerance to their portfolios in order to protect against significant market downturns.
Too many company 401(k) plans are not actively being managed. Therefore, we will help analyze client's 401(k)'s and match their holdings to their current goals and objectives. We feel that it is important to take control of your 401(k) as soon as possible in order to ensure proper professional management of their retirement funds.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Bois D Arc||Brighton|
|Pleasant Hope||Ponce De Leon|