"Mike Heffernan came to me in 1999 to see if I could help him bring a best-in- class, investment solution to his top insurance clients. Many of Heffernan clients have built successful businesses and are in need of excellent investment advice to help them plan for retirement, succession, and estate planning. Our commitment to each client’s investment success is as strong today as it was when we started in 1999."
Andy Ryan, HIS Senior Investment Advisor
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
You’ve made investments your whole life. Work with us to help make the most of them.
There are four very good reasons to start investing. Do you know what they are?
Understanding how a stock works is key to understanding your investments.
Second marriages are a trigger event to revisit any existing estate strategies.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
An inside look at how marginal income tax brackets work.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know these three personal finance sayings?