Take charge of your investments.

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HEIFER INVESTMENTS, LLC  |  2481 LANCASTER PIKE  |  READING, PENNSYLVANIA 19607 | 610-779-3777

FINANCIAL PLANNING | RETIREMENT PLANNING | EDUCATION PLANNING | WEALTH MANAGEMENT

©COPYRIGHT 2016. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Enhance your life with smart financial decisions.

About Heifer Investments

Heifer Investments was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients....and thats no bull.

 

Our Commitment to Our Clients

Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.

 

As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go.  Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.

 

Our Principles Set the Standard for Success

At Heifer Investments, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future.  In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more.  If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

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 www.heiferinvestments.com |  610-779-3777

©COPYRIGHT 2016. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Andrew Heifer was born and raised in Reading, Pennsylvania. he received his Bachelor of Science degree in Finance from Kutztown University and furthered his education through The American College where he earned his Certificate as a Chartered Financial Consultant.

 

After leaving this initial independent status to explore the corporate setting, Andy was a consultant for several financial institutions. He has worked in the financial industry for approximately 15 years and is licensed to manage health, accident and life insurances in the state of Pennsylvania. He founded and produced Prosperity Planning Radio (WRAW, WLAN and SUNNY) to inform and educate older Americans in making sound financial decisions. Som topics of interest have been Medicare, Social Security, Veterans Benefits, Secure Investing, Estate Planning and Life Insurance.

 

Currently, Andy is the founder and president of Heifer Investments where he is an Investment Advisor Representative. As such, he maintains a fiduciary responsibility— this distinction is important because it is unlike traditional security brokers who work for and sell products of the brokerage firm/their employer. Furthermore, this distinction assures and allows him to recommend what is in the best interest of this clients.

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Meet our founder and president, Andrew Heifer.

 www.heiferinvestments.com |  610-779-3777

Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services.

Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

Smart decisions for retirement, families and business.

Whether your investment needs include paying for college, protecting assets, saving for retirement, or making the most of your money, the investment world is a complex place.  Our mission is to help you navigate through this financial field by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape.  Together, we will develop a total and personalized financial management approach to your investment and retirement needs.

 www.heiferinvestments.com |  610-779-3777

Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Heifer Investments and VCM are independent of each other. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability.

 

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

Contact us here anytime or feel free to gives us a call. We look forward to getting to know you and help you advance your practice with proven methods and ideas now and into your financial future.

Contact us here to get started.

Retirement Goals

Everyone has goals for retirement.  Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money.  Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies.  As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.

 

Planning for retirement is a customized process where we’ll combine your investments, forecasting, budgeting, and your retirement goals into one cohesive plan to ensure you celebrate this time in life.

 

These goals are our only focus in your retirement plan. Retirement planning doesn’t have to be complicated.

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have.  Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.

 

Heifer Investments was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement.

Complete List of Services

Social Security Planning

Retirement Planning

Insurance Planning

Wealth Transfer Strategies

College Planning

Charitable Giving

IRAs

Annuities (Variable, Fixed, Indexed)

Mutual Funds

Investment Products (401k, REITs, etc)

Personal Life Insurance

Business Insurance Planning

Disability Income Insurance

Long Term Care Insurance

Employment Retirement Rollovers

 

 

 

All the right services to get the job done.

 www.heiferinvestments.com |  610-779-3777

©COPYRIGHT 2016. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

 www.heiferinvestments.com |  610-779-3777

©COPYRIGHT 2016. EVANS FINANCIAL GROUP. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice

 from an independent professional. Andrew Heifer and/or Heifer Investments are not affiliated with or endorsed by the Social Security Administration or any other government agency.