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
These articles from the Investments & Wealth Monitor focus on what's ahead for the new normal, investment management in the new normal, and a forward-looking...
To learn how succession planning can help increase your practice value, download LPL's white paper, "Protect & Unlock Your Value through Succession Planning".
The College for Financial Planning is the leading provider of financial education with more than 135,000 graduates and 40+ years of experience educating the nation's...
Aug 27, 2015
Hear from industry experts regarding the best ways to incorporate Social Security benefits into overall retirement planning. Learn about early withdrawal penalties and what is...
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.