Heitzman & Associates, Inc.

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Heitzman & Associates, Inc. Heitzman & Associates offers long term customized financial services.

We gather information from our clients to help us best determine how to fulfill each clients needs, objectives, and risk tolerances.

Why young Americans feel like they just can't get ahead of the economy
10/27/2026

Why young Americans feel like they just can't get ahead of the economy

Author and economics educator Kyla Scanlon comes on Market Domination Overtime to discuss the economic sentiments being expressed by younger Americans — especially Gen Z — and why they feel like they can't get ahead financially in this environment.

Your child may be automatically enrolled in a Trump Account. Here's what to know
10/25/2026

Your child may be automatically enrolled in a Trump Account. Here's what to know

Your child may be enrolled in a “Trump Account” whether you realize it or not. Rolled out earlier this year, the Trump Accounts program allows parents to claim special investment accounts for children who are 18 years old or younger.

10/23/2026
The changes to Medicare Advantage plans you should know
10/22/2026

The changes to Medicare Advantage plans you should know

Open enrollment for Medicare Advantage plans is set to start on Thursday, October 15, and the window to enroll stays open until December 7. Yahoo Finance Senior Columnist Kerry Hannon explains the latest changes and premium adjustments for Medicare Advantage plans.

The No. 1 Factor Derailing Retirement Timelines, According to Workers
10/21/2026

The No. 1 Factor Derailing Retirement Timelines, According to Workers

Rising housing, healthcare and living costs are delaying retirement for many Americans. Here's what's behind the trend.

Americans grow more pessimistic about their finances
10/20/2026

Americans grow more pessimistic about their finances

As affordability pressures mount, Americans are increasingly concerned about their financial future, the New York Fed's data shows.

Creating a Satisfying Retirement Experience
10/19/2026

Creating a Satisfying Retirement Experience

Retirement offers an opportunity to step away from the “tyranny of the should.” We may have our big questions answered, but how do we mindfully build meaning into our day-to-day?

Social Security announces 3.6% COLA for 2027, the highest in 4 years
10/17/2026

Social Security announces 3.6% COLA for 2027, the highest in 4 years

The Social Security Administration announced the cost-of-living adjustment (COLA) for 2027. Is it enough?

Address

3265 Walker Avenue NW, Suite F
Grand Rapids, MI
49544

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+16167742372

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