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    • We believe in safety first!

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      Safety First

      We believe in safety first!

    • We will evaluate your needs and offer you potential solutions!

      Reasonable Return

      Reasonable Return

      We will evaluate your needs and offer you potential solutions!

    • Your financial future doesn’t have to be complicated!

      Keep it Simple

      Keep it Simple

      Your financial future doesn’t have to be complicated!

    • Welcome To Heizer Financial Group


      We believe in the GREEN line.
      Take a look at the chart below and ask yourself,
      “Where would I rather have my money?”
      We think that most people would say,
      “I want my money in the GREEN line!”


      (847) 497-0434




      American Equity Investment Life Insurance Company, West Des Moines, IA, has only approved this advertisement (Form 1475). American Equity has not reviewed or approved any other content that may appear on this website or any content of any other website to which this website may attach or link. American Equity is not responsible for the same. American Equity does not make any representations about any product or services discussed on this website beyond those in this specific advertisement. When appropriate, American Equity urges you to contact a qualified tax, legal or investment professional to discuss your specific needs. This form is copyrighted by American Equity.


    • This week’s article, found in an issue of the Harvard Business Review, was of interest to me because it described very simply the difference between and shift from Defined Benefit retirement plans to Defined Contribution plans and it discussed that “more dangerous yet is the shift in focus away [...]

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      After what I hope was a hearty Thanksgiving day meal, I thought you would enjoy this article which suggests that you “consider throwing a new recipe onto your menu. Ingredients like contributions to an employer sponsored 401(k) program or to fixed indexed annuities can create a deliciously [...]

      Read more

      I read an article this week that was directed toward teachers who were revisiting their retirement plan “for when they are no longer lesson planning.” One section of the article in particular caught my eye because it addressed in a very simple way two topics that we always discuss with our [...]

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    • Upcoming Events

      Dec

      13

      The “Back In Control Retirement” Program (Stoneridge)

      Stoneridge Inn Supper Club

      11811 W. Janesville Road, Hales Corners 
      United States, WI 53130

      Find out more...

      Dec

      15

      The “Back In Control Retirement” Program (Stoneridge)

      Stoneridge Inn Supper Club

      11811 W. Janesville Road, Hales Corners 
      United States, WI 53130

      Find out more...

    • EDUCATIONAL SEMINARS


      • Strategies to feel good about preparing for retirement
      • Strategies that can help rebuild your financial needs
      • Strategies in challenging times
      • Strategies to help achieve financial goals
      • Strategies to help achieve your long-term financial goals
      • Alternative products in challenging times
      • Feel good about your retirement strategies
      • Feel confident about your retirement savings strategies
      • How you can get income that you won't outlive*
      • Information about IRA's and tax deferral characteristics **
      • Things to think about that may be more appropriate for your financial needs
      • How our clients have kept their money safe from market declines
      • Options that let you avoid taxes on IRA distributions**
      • Products that keep your principal safe from market declines*


      *Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.


      ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation


      If just one of these items are a concern you need to call us NOW at (855) 354-0700.

       

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