Business Details
Your Trusted Retirement Planning Partner
Heissler Financial has dedicated over three decades to empowering clients through comprehensive retirement planning and investment advisory services. Founded on the principle of financial independence, our approach combines personalized strategies with rigorous analysis to create sustainable income solutions. Our team specializes in guiding clients through six structured steps that clarify current financial positions, future needs, and actionable plans for lifelong independence. As a fee-only Registered Investment Advisor (RIA), we maintain fiduciary responsibility, prioritizing client interests above institutional affiliations.Our expertise extends to portfolio management, high-net-worth planning, and customized transition strategies, ensuring every recommendation aligns with individual goals. With certifications including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU), we demonstrate deep industry knowledge and commitment to ethical standards. Our process emphasizes transparency in investment costs and continuous portfolio monitoring, reflecting our dedication to client trust and long-term success.
Services
Retirement Planning
Investment Advisory
Portfolio Management
High Net Worth Services
Fiduciary Consulting
Highlights and features
- We offer 30+ years of specialized retirement planning expertise
- Our fiduciary duty ensures client-first decision making
- Fee-only structure aligns client and firm interests
- Comprehensive six-step planning process guarantees thorough analysis
- Certified professionals with CFP, ChFC, and CLU designations
Associations and certifications
- Certified Financial Planner Board of Standards, Inc.
- The American College
Services
Retirement Planning
Our retirement planning service creates sustainable income solutions through six structured steps. We analyze current financial positions, project future needs, and develop actionable plans for lifelong independence. Certified professionals use personalized strategies to ensure clients maintain financial autonomy throughout their lives.
Investment Advisory
As fiduciary advisors, we provide objective investment recommendations tailored to individual goals. Our fee-only structure eliminates conflicts of interest while focusing on long-term growth and risk management. Continuous portfolio monitoring ensures strategies adapt to changing market conditions and client circumstances.
Portfolio Management
Comprehensive portfolio management services include strategic asset allocation, performance tracking, and timely adjustments. We implement disciplined investment approaches that balance growth potential with risk mitigation, maintaining transparent communication about all investment decisions and associated costs.
High Net Worth Services
Specialized planning for high-net-worth individuals addresses complex financial needs through customized solutions. Our services integrate tax-efficient strategies, estate planning considerations, and multi-generational wealth transfer plans to protect and grow substantial assets.
Fiduciary Consulting
As Registered Investment Advisors, we uphold strict fiduciary standards in all client interactions. Our consulting services ensure complete transparency in investment choices, cost management, and portfolio performance, always prioritizing client interests over institutional affiliations or product incentives.
People
Ed Heissler
Founder & Financial Advisor
Ed Heissler has provided retirement planning expertise for over 30 years. Holding CFP, ChFC, and CLU certifications, he specializes in creating sustainable income strategies through disciplined investment management and personalized financial planning.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning through six structured steps, including income strategy development, portfolio management, and personalized transition plans.
Are you a fiduciary financial advisor?
Yes, as a Registered Investment Advisor, we have a legal obligation to act in your best interests at all times.
How are your services compensated?
We operate a fee-only structure with transparent pricing, ensuring our interests align with our clients' long-term financial goals.
What certifications do your advisors hold?
Our advisors hold prestigious certifications including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).
Do you work with out-of-state clients?
We're licensed in Oregon and ensure compliance with all requirements before serving clients in other states.
What investment approach do you use?
We employ strategic asset allocation with continuous portfolio monitoring, focusing on long-term growth and risk management tailored to individual goals.
