About The Firm

Heineman Financial Strategies is located in Nebraska’s largest city, Omaha. 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.

Our Mission

Our mission is to help every client become more comfortable with their finances, knowledgeable about their financial affairs and confident in their financial future.

Our Vision

Our passion is for our clients to be prepared for the unexpected allowing them to focus on the retirement of their dreams by giving them the foundations to make their financial dreams a reality.

Our Primary Objective

Our primary business objective is to be the financial services provider of choice in every community we serve by demonstrating a level of ethics, competency, and professionalism that will set us apart from all our competitors and promote change for the better in our industry, our customers, and the communities we serve.