Benjamin W. Heiler, CFP®
CERTIFIED FINANCIAL PLANNER™
Ben has over 9 years of experience in the financial services industry. He delivers comprehensive wealth management solutions that include a variety of account types including managed investment accounts for individuals and charitable organizations, IRAs, and revocable/irrevocable trusts. He has built his client relationships on a foundation of high integrity and prudent capital markets guidance while providing superior client communications and service. His approach to portfolio construction is sound, uncomplicated and emphasizes diversification across all asset classes and security types.
Ben earned his B.S. degree from Illinois State University, where he majored in Finance and minored in Accounting. He holds his Series 7 and 66 securities registrations held with LPL Financial, as well as his Life, Health, and Long-Term Care insurance licenses.
Ben also holds the CERTIFIED FINANCIAL PLANNER™ certification. (Only an estimated 20% of Financial Advisors hold the CFP® certification)
How can a CERTIFIED FINANCIAL PLANNER™ professional help you?
A CERTIFIED FINANCIAL PLANNER™ professional is an individual that has received a formal certification from the Certified Financial Planner Board of Standards, Inc.
CFP® professionals help individuals in a variety of areas in managing their finances, such as retirement savings and income planning, investment management, education planning, risk management and insurance, tax planning, and estate planning.
Becoming a CFP® professional is one of the most difficult and stringent processes in terms of financial advisors. It requires years of experience, successful completion of standardized exams, a demonstration of ethics, and a formal education. Only an estimated 20% of financial advisors hold the CFP® certification.
The most important aspect of a CFP® professional is that they have a fiduciary duty, meaning they must make decisions with their client's best interests in mind.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.