Among thousands of professional money management firms, Heiser Financial Group searches for those that offer an optimal blend of corporate strength, investment expertise and performance consistency.

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Portfolio Management

Because we do not have any proprietary mutual funds, the research team is free to choose the most appropriate investment vehicles to implement your portfolio, regardless of what company owns them. The recommended combinations provide you with broad diversification for your assets, which can offer protection against market volatility.

Annuity

Heiser Financial Group is an advisor representative group that can help you establish a reliable source of lifelong income through an annuity. An Annuity is a financial contract issued by an insurance company based on money invested. It allows tax-deferred growth of assets. At retirement, an annuity can help to provide a guaranteed income stream for one or more people, in specified amounts, for a specified period or for life.

*Guaranteed by the claims paying ability of the issuer.   Certain limitations and expenses may apply.  May not be suitable for all investors.

Life Insurance

Life insurance is a vital component of any financial plan because it can affect your loved ones as much as, or more than, it affects you. It can provide financial protection for your family and/or your business in the event of your death. At Heiser Financial Group, we offer a comprehensive portfolio of life insurance plans that have been designed to be extremely competitive. Whether you are looking for guaranteed death benefit protection, low-cost coverage or consistently strong cash value accumulation potential, Bruce Heiser has what you need.

*Guaranteed by the claims paying ability of the issuer.   Certain limitations and expenses may apply.  May not be suitable for all investors.

Long Term Care Insurance

Heiser Financial Group can assist with the planning of Long Term Care. Long Term Care Insurance provides valuable support and financial resources that help cover the cost of long-term care you might need in the event of an illness, accident, or through the normal effects of aging. By helping to protect your assets, and giving you choice and control over where you receive care Long Term Care Insurance, Heiser Financial Group helps you and your family face the future with confidence.

401K Plans

Heiser Financial Group can help individuals and business owners create or move to a new 401k plan with options that meet today's demanding needs. A 401(k) plan is a tax-deferred defined contribution retirement plan that gives eligible employees the opportunity to defer a portion of their current compensation into the plan. Amounts that are deferred are excluded from the participant's gross income for the year of the deferral. The plan may provide for employer matching contributions and discretionary profit-sharing contributions.