golfing couple

Building a Better Portfolio

There’s no way around it, being an investor means learning to deal with a certain amount of uncertainty. Everyone wants to ensure that their investments will produce the returns necessary to achieve their goals. However, investment results are dependent on factors that cannot be predicted or controlled, such as interest rates, economic recovery and reaction to breaking world news.

So what can investors do? As the saying goes “You can’t direct the wind, but you can adjust your sails.” In other words, investors should focus on what they can control.

Heitzman Financial Group can help structure your portfolio, enabling you to ride out the ups and downs of the stock market. We tailor your portfolio based on your personal objectives while balancing growth with preservation. As a result, assets are protected from much of the market turbulence.

We will work hard to provide the level of service that allows you the freedom and flexibility to pursue your other interests with confidence. Our goal is to let you relax, knowing your assets are in good hands.

Our clients consider Heitzman Financial Group to be their indispensable partner in organizing, strategizing and maximizing the impact of their familys’ financial needs.




Don't Put Your Entire Nest Egg in One Basket

by Nilus Mattive | 4/26/2013

Easter is one of those gentle reminders that spring is finally here for real, and that summer is waiting around the corner. Of course, professionally speaking, all the seasonal references to eggs and ... [More »]

History Teaches Four Important Lessons about Investing

by Claus Vogt | 4/27/2013

Just look at the long-term chart of the Dow Jones Industrial Average below. The first thing you'll probably notice is that it starts at the bottom left and rises strongly to the top right of the chart. So the message ... [More »]

Do You Want to Invest in an Annuity?

Money and Markets,
Staff Writer
| 04/12/2013

Everywhere I turn someone is trying to sell me an annuity. The sales pitch tells me it's a secure and risk-free investment, I don't know about you, but that always makes me a bit wary... [More »]

Contact Us...

10800 Lyndale Ave. So.
Suite 236
Bloomington, MN 55420

Phone: 952.885.0355
Fax: 952.253.0712
Toll Free: 877.627.4689