wiseradvisor

David Heim
Heim Financial Solutions

Tel: (417) 839-0696
806 W. Battlefield Road
Springfield, MO 65807
Heim Financial Solutions | Financial Advisor in Springfield ,MO

About Heim Financial Solutions

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.


General Information

Firm Start Year:   2008
No.of Employees:   2-4
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


Education

Bachelors of Science - Finance with an emphasis in Investments  Missouri State University - Springfield MO
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Faqs

  • What are your qualifications? What is your education background? Bachelor of Science Degree in Finance with an emphasis in Investments-Missouri State University 30 years of experience in Financial Planning
  • What is your approach to financial planning? My approach is to get to know our clients individual needs and goals and to have an on-going relationship with them.
  • Will you be the only person working with me? We work together with a team of CFP's, CFA's, CPA's, and an estate planning attorney to provide a complete comprehensive financial plan for our clients.
  • How are you compensated? How will I pay for your services? Paid a fee based on Assets Under Management (AUM) when managing securities. Insurance products are commission based and paid by the issuing insurance company.
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David Heim

David Heim

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.

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My Services

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.


Portfolio Management

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.


401K Rollovers

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.


My Team

Tammi Heim
Tammi Heim VP
Tammi has resided in the Springfield, Missouri area her entire life, and has been helping people in the legal field and with estate planning since 1990. Tammi is also focused on helping people with their comprehensive retirement planning along with her husband, Dave. Her primary focus in our firm is to provide guidance concerning estate planning in order to protect clients' assets from probate. Tammi is also highly skilled with utilizing technology and educating clients about the ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Ash Grove Billings
Bois D Arc Brighton
Brookline Bruner
Chadwick Clever
Crane Elkland
Everton Fair Grove
Fordland Galena
Halltown Highlandville
Hurley Marionville
Marshfield Morrisville
Mount Vernon Nixa
Oldfield Ozark
Pleasant Hope Ponce De Leon
Republic Rogersville
Sparta Spokane
Springfield Strafford
Walnut Grove Willard