Heckman Financial & Insurance Services Inc.

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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 San 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.

10/25/2026

Perfect day for a hike, picnic and w**e tasting

Rotary auction prize Eric got-hike and w**e tasting so we had some clients from Evergreen and downtown join us. Perfect ...
10/25/2026

Rotary auction prize Eric got-hike and w**e tasting so we had some clients from Evergreen and downtown join us. Perfect day

21 years and counting! 🥂 Happy work anniversary to our Jennine Busch! Heckman Financial wouldn’t be what it is today wit...
10/23/2026

21 years and counting! 🥂 Happy work anniversary to our Jennine Busch! Heckman Financial wouldn’t be what it is today without you. Thank you for everything!

10/23/2026

Most people are losing retirement money in a place they never check. If you’ve ever looked at your fees and thought, “Wait... what am I actually paying for?” The final step isn’t some fancy strategy. It’s knowing:

- what your investment costs actually are

- whether you’re paying for value

- if you own the same stocks in multiple places

- how one company’s bad day could hit your whole portfolio

Many people are diversified on paper, but not in real life. That’s why a portfolio analysis can matter so much- it shows what’s hiding under the hood before it becomes an expensive surprise.

Congratulations to our wonderful client and friend, Sally, on her retirement! 🎉 It’s been an honor to walk alongside yo...
10/21/2026

Congratulations to our wonderful client and friend, Sally, on her retirement! 🎉 It’s been an honor to walk alongside you on the road to this day! Seeing years of planning turn into a well-earned new chapter is why we love what we do. Enjoy every moment!

10/21/2026

Healthcare is the retirement expense many people underestimate. That number can be way bigger than you think. Premiums, copays, prescriptions, Medicare supplements- it can all adds up fast. Pre-65 coverage can run $1,000–$1,300 per person per month. That’s not a small line item. That’s a real part of your retirement plan. If you’re building your numbers right now, don’t forget this bucket.

10/16/2026

You can put money in tax-free, let it grow, and pull it out tax-free for qualified medical costs. And if you pay medical bills out of pocket now, you can save the receipts and reimburse yourself in retirement later. That means your HSA can quietly become a second retirement bucket.

Small team, big impact! 🫑 This week our team and clients volunteered at Second Harvest Food Bank and sorted 8,320 pounds...
10/16/2026

Small team, big impact! 🫑 This week our team and clients volunteered at Second Harvest Food Bank and sorted 8,320 pounds of red bell peppers for families in our community. Thank you to everyone who rolled up their sleeves with us. Stay tuned for the next one!

Growing more than wealth this fall 🌱🎃 Thank you to everyone who joined our WealthCreators Social Club for succulent pump...
10/15/2026

Growing more than wealth this fall 🌱🎃 Thank you to everyone who joined our WealthCreators Social Club for succulent pumpkin crafting!

10/14/2026

Retirement isn’t about how much you saved - it’s about how much you keep.

You usually need to shift money 5-10 years before retirement.

Taking money out can feel scary, but that’s literally the point of retirement planning.

Taxes can jump fast if you pull from the wrong bucket at the wrong time.

The real goal? Build a plan so your money works like a paycheck - without guessing.

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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