"Your Financial Freedom Professional"

Who We Are

Heineman Financial Strategies is located in Omaha, Nebraska, the largest city in the state. We specialize in retirement income – helping people before and after they retire to accumulate, preserve, and transfer their wealth. We construct our relationships with a foundation of knowledge, trust, and respect.

What We Do

Our financial planning process is based on the six-step process developed by the CFP® Board of Standards, Inc. The process involves identifying and setting realistic lifetime cash flow, wealth accumulation, and asset distribution goals; and then implementing them into the client’s lifestyle.

Why We Do It

We look forward to helping clients establish and maintain their long-term financial goals through clarity, direction, and prudent investment management. We take a personal interest in your financial future and strive to help ensure your success. We believe prudent financial planning results in clients reaching their dreams.