Heckman Financial & Insurance Services Inc.

Heckman Financial & Insurance Services Inc. We at Heckman Financial & Insurance Services & our team of “Wealth Creators” aim to grow, protect, and preserve our clients’ assets.

We lead our clients to and through a 𝘞𝘰𝘳𝘳𝘺 𝘓𝘦𝘴𝘴 𝘞𝘦𝘢𝘭𝘵𝘩® Retirement, providing objective and comprehensive advice by helping them to create strategies to:

🦺 PRESERVE their assets

⬆️ INCREASE income

⬇️ REDUCE taxes

Founder and President, Eric Heckman, CFP®, hosts the weekly radio and podcast show, “𝘞𝘦𝘢𝘭𝘵𝘩 𝘊𝘳𝘦𝘢𝘵𝘰𝘳 𝘙𝘢𝘥𝘪𝘰”, regularly presents on financial and retirement planning topics in the Sa

n Jose area, and is the Founder of Financial Knowledge Institute, a 501(c)3 nonprofit organization that provides community and financial education to employees of businesses across the nation. Eric’s book, 𝘞𝘰𝘳𝘳𝘺 𝘓𝘦𝘴𝘴 𝘞𝘦𝘢𝘭𝘵𝘩, can be found on Amazon, or picked up at one of his many events.

05/29/2026

A couple in their 70s is making more money than ever — and they're miserable about it 😬 When your retirement accounts grow TOO big, the IRS comes to collect. Here's the mistake they wish they'd avoided…

Grab your Wealth Creator Toolbox here: http://www.wealthcreatortoolbox.com/

Text TOOLBOX to 800-454-1184 or visit wealthcreatorradio.com for Eric’s Blueprint to Worry Less Wealth.

05/28/2026

A quick guide to key Social Security decisions.

05/27/2026

Did you know you can choose your tax bracket in retirement? 🤯 Most people don't — and end up paying 140% more in taxes than they had to. Here's what no one tells you... 👇

Grab your Wealth Creator Toolbox here: http://www.wealthcreatortoolbox.com/

Text TOOLBOX to 800-454-1184 or visit wealthcreatorradio.com for Eric’s Blueprint to Worry Less Wealth.

05/26/2026

Here are 6 important things to consider.

05/22/2026

Income for life without the market risks sounds like a dream? Let's explore your options for a secure future.

Grab your Wealth Creator Toolbox here: http://www.wealthcreatortoolbox.com/

Text TOOLBOX to 800-454-1184 or visit wealthcreatorradio.com for Eric’s Blueprint to Worry Less Wealth.

05/21/2026

A simple guide to key Social Security choices.

05/20/2026

401K, IRA, savings accounts—where to begin? 🧐 Don't let the complexity of withdrawals trip you up in retirement. Get the right plan in place!

Grab your Wealth Creator Toolbox here: http://www.wealthcreatortoolbox.com/

Text TOOLBOX to 800-454-1184 or visit wealthcreatorradio.com for Eric’s Blueprint to Worry Less Wealth.

05/19/2026

What could go wrong––and ways to help get it right.

05/15/2026

Everything you've been told about Social Security timing is probably WRONG. ⚠️ Waiting until 70 sounds smart — but what about the $108,000 you pulled from savings in the meantime? Up to 80% of the time, starting EARLY wins. 🤯

Grab your Wealth Creator Toolbox here: http://www.wealthcreatortoolbox.com/

Text TOOLBOX to 800-454-1184 or visit wealthcreatorradio.com for Eric’s Blueprint to Worry Less Wealth.

05/14/2026

Break down key Social Security decisions.

Address

333 W Santa Clara Street , Ste 604
San Jose, CA
95113

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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