Take the first step to

Financial Confidence

Join us for a webinar and learn more about your finances.

We love having fun with our clients, and we have a great calendar planned out with our “Client Exclusive” events! If you would like to learn more about joining the Heckman Financial Client Family, please contact us today!

All events require advanced RSVP to Jennine@WealthCreator.com. Be sure to check the “RSVP by” date.

December 2
Client Holiday Party and Toy Drive

Celebrate the holidays with the Heckman Financial & Insurance Services, Inc. family! Enjoy great food, beverages, amazing company, fun entertainment and dancing. Be sure to bring a toy to donate for our Toys for Tots event!

  • Visit with Santa
  • Play holiday games
  • Win prizes at our holiday raffle
  • And more!

Advanced RSVP required by Nov. 21, 2022, to Jennine@WealthCreator.com.

February 10, 2023
Galentine’s Day (Clients and friends only)

Join the ladies of Heckman Financial & Insurance Services, Inc. for a fun afternoon dedicated to fun, creativity, great company and memories to last a lifetime. This exclusive annual event is one of our favorites! Don’t miss out on the fun! Save the date! Advanced RSVP is required by Feb. 1, 2023, to Jennine@WealthCreator.com.

August 19, 2023
Client Appreciation Party

Save the date now for this super fun, annual, family-friendly event that we hold in appreciation of our favorite people … our client family! This afternoon is filled with great entertainment, food, cold drinks, amazing company and fun! You don’t want to miss our biggest event! Feel free to bring family and friends that you want us to meet! We would love to have them join in the fun. Advanced RSVP is required by Aug. 4, 2023, to Jennine@WealthCreator.com.


Rather Meet

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 408-297-9800 or a text at 408-539-5735.