Chief Perspective, Creativity and Integrity Officer
Bill Heestand, AIF® is the chief perspective, creativity and integrity officer at Heestand Co., a Portland, Ore.-based retirement services and fiduciary advisor at Heestand Co.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any reader.
Securities and advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment advisor. Investment advice may also be offered through Financial Advocates Advisory Services, a registered investment advisor, DBA Heestand Company and a separate entity from LPL Financial.
For a list of states in which we are registered to do business, please visit www.heestand.com.
About That DOL Fiduciary Survey ...
By Bill Heestand | June 10, 2014
Risk Management: Your Client’s 401(k) Plan and the F-Word
By Bill Heestand | May 30, 2014
At Personalized Brokerage Services we’ve worked with thousands of independent financial professionals to build a marketing strategy to help take their practice to the next...
This collection of articles from IMCA's Investments & Wealth Monitor focus on alternative investing - the past, present, and future of alternatives, alternative strategy mutual...
Transitioning your business is a major strategic decision that requires careful thought and planning. Download "Overcoming Transition Hurdles" to find solutions that can help you...
Apr 15, 2015
Clients are sometimes shell-shocked when they look at long-term care investment options. Smart advisors must be able to effectively communicate the importance of long-term care...
Feb 04, 2015
Clients are turning more to their financial advisors for guidance regarding how to handle their Social Security withdrawal strategy. Therefore, advisors need to not only...
Dec 11, 2014
Join this webcast and hear form Brian Jack, Director of IT at Budros, Ruhlin & Roe, Inc., on the top trends in workflow design and...