Corey Heimensen, AIF

An independent advisory firm with world class service

Third party comments may not be representative of all client experience. See website for full disclosure.

[Corey Heimensen, AIF @coreyheimensen]

What a great surprise from the Kindness Squad!

We would like to thank the 4th grade Kindness Squad for their gift of holiday cheer this morning! With that we would like to wish everyone a happy holiday season!

@CentralLyon

[Corey Heimensen, AIF @coreyheimensen]

Are you worried about retirement as a small business owner? Find out more about retirement plans available to you. https://t.co/2MsbOJ3yK9

[Corey Heimensen, AIF @coreyheimensen]

Heimensen Wealth Advisors has created a client-driven service model centered on proactive communication, clear expectations, and accountability that seeks to surpass client expectations. https://t.co/ZnZYyXyCea

[Corey Heimensen, AIF @coreyheimensen]

We all know the hardest lessons in life relate to money. Watch this quick video to hear about some principles I wish I had known many years earlier—and they all relate to balance with finances. https://t.co/bngrsEL2n1

[Corey Heimensen, AIF @coreyheimensen]

We know how crucial it is to help clients avoid critical mistakes when planning their financial future.

Stream today and learn how to make more promising decisions when it comes to your money.

#TheWINPodcast #WhatsImportantNow #Podcast #FinancialDecision https://t.co/KLo0BmAbic

[Corey Heimensen, AIF @coreyheimensen]

Cash flow success doesn't happen overnight, but you can take these 3 key steps today. https://t.co/eyMai73oQZ

[Corey Heimensen, AIF @coreyheimensen]

We understand the many challenges of retirement and know the biggest concern for many is outliving their money. We focus on money management and issues that are critical to your financial well-being.

Give us a call today. https://t.co/gSHDIba04k

[Corey Heimensen, AIF @coreyheimensen]

"People who wonder whether the glass is half empty or half full miss the point. The glass is refillable."

#Encouragement

[Corey Heimensen, AIF @coreyheimensen]

You may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance program that provides coverage to individuals who are 65 years or older.

Here are some of the critical factors to consider: https://t.co/DKoo5HmvFJ

[Corey Heimensen, AIF @coreyheimensen]

Regardless of one’s income or asset level, we will use a disciplined, research-driven approach to create your allocation of investments.

https://t.co/XGeFHa0qFh https://t.co/dV5f39ebDj

[Corey Heimensen, AIF @coreyheimensen]

Happy Easter, everyone!🐰

May today bring peace, happiness, and precious memories with your family and friends.

Wishing you all a happy and blessed Easter.

[Corey Heimensen, AIF @coreyheimensen]

In episode 25 of the WIN Podcast, I sit down with a surprise guest to discuss the mindset and worldview of Gen Z and why it is important to understand and learn from them rather than criticize them.

Listen to the full episode here: https://t.co/oYgzs91EGP

[Corey Heimensen, AIF @coreyheimensen]

We will monitor and adapt your plan to play defense when necessary, but we will always keep your focus on the ultimate objectives at hand. https://t.co/hDddObscLf

[Corey Heimensen, AIF @coreyheimensen]

We're not here to just raise investors. We want to create successful investors. https://t.co/HtiOy3c2q1

[Corey Heimensen, AIF @coreyheimensen]

We have big news! Read on to learn about the changes to our practice and how we continue to level up in providing value to our clients. https://t.co/uJ283iPmk8

[Corey Heimensen, AIF @coreyheimensen]

"Define success in your own terms, achieve it by your own rules, and build a life you're proud to live." -Anne Sweeney

[Corey Heimensen, AIF @coreyheimensen]

Welcome to The WIN Podcast, What’s Important Now, a show that helps you determine your goals and objectives through financial education and to make better decisions in your personal finance.

Tune in now: https://t.co/KLo0BmAbic

#TheWINPodcast https://t.co/KLo0BmAbic

[Corey Heimensen, AIF @coreyheimensen]

As we close out Women's History Month, I'd like to honor the memory of Ruth Bader Ginsburg 🙏🏼.

Ginsburg's impact on gender equality and women's rights will be remembered for generations.

In what way did she inspire you?

#WomenHistoryMonth #RuthBaderGinsburg

[Corey Heimensen, AIF @coreyheimensen]

Why do clients choose us?

They value our ability to actively listen and simplify complex topics, helping keep clients informed and ensuring they feel heard and understood. https://t.co/ZnZYyXza3I

[Corey Heimensen, AIF @coreyheimensen]

I’d love to meet you, get to know you, and hear about your goals, your worries, and the opportunities and challenges you face in your financial life. If you’re ready to see what financial planning can do for you and your family, reach out today. https://t.co/YCz3Tn9BQ9