Working with Unions

Nothing shapes future success like a simple plan! 

Our team specializes in working with union associations and their members in a variety of industries.  We understand the unique set up of union benefits plans and help educate their members on financial matters.  Together, we build a road map towards your successful retirement.  Throughout this process, we help you:

  • Determine your Financial Strategy

  • Review your Investment Strategies

  • Diversify Your Portfolio

  • Allocate Assets 

  • Assess Risk Management

  • Address Benefit Plan Questions

    • 401(k) Plan Questions

    • Pension Options

Our approach focuses on understanding you, and what you want to accomplish!

Stephens Heffner Financial Partners is not endorsed by, or affiliated with any unions.  Union members are responsible for their own investing decisions.