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    James H. Heafner

    President/ CEO

    Download Profile Send Email

    08/08/2006

    07/18/2018

    Heafner Financial Solutions, Inc.

    10700 Sikes Place, Suite 200,
    Charlotte, NC 28277
    US
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    http://www.heafnerfinancial.com

    (704) 552-1230

    (704) 552-1281

    Financial Services

    Description

    Jims desire is to educate seniors about the challenges that lie ahead and to find solutions that best satisfy each persons goals. Maximizing the enjoyment of ones assets in retirement minimizing tax consequences in retirement and on the transfer of assets to heirs and planning for the possible need of for long-term care can be significant challenges unless we are prepared.

    Education

    Cum Laude graduate in American Studies UNC-Chapel Hill MBA UNC Chapel Hill NASD Series 6 and 63 Life and Health Medicare and Long-term care Licenses Annuity University IRA University

    Associations

    Society of Certified Senior Planners National Ethic Bureau Better Business Bureau Toastmasters past board member of the National Sporting Goods Association and North Carolina Entrepreneurial Development Board
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