Family Wealth Services helps families and the women running them make wise financial planning decisions. Whether married, single, divorced or widowed, women have a lot to think about when it comes to retirement and have additional financial planning responsibilities.
Have I saved enough money to retire?
How will I draw an income in retirement from my 401k or IRA?
What kind of expenses will I have in retirement?
What kind of benefits will I receive from my employer?
Should I rollover my 401k to an IRA?
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About Jim Heisler
Certified Financial Planner
Jim Heisler started Family Wealth Services to deliver comprehensive, objective financial planning and investment management services to women who are approaching retirement in the Philadelphia area.
Jim helps educate his clients about the financial planning issues that come with life-changing events such as retirement, divorce, and the loss of a spouse and their impact on women.
Jim is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor for Senior Living™ (CASL™) and Certified Divorce Financial Analyst. Jim and his wife Paula live in Northeast Philadelphia with their three children.
Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA and SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Federally Registered Investment Advisor.
Cambridge Investment Research, Inc. is not affiliated with Family Wealth Services, LLC.
Licensed to sell securities in Pennsylvania, New Jersey, Delaware and Florida.