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.

10/16/2026

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.

The team that cooks together, stays together 🍝❤️ Our team traded meetings for mixing bowls at Cucina Bambini, and Chef D...
09/30/2026

The team that cooks together, stays together 🍝❤️ Our team traded meetings for mixing bowls at Cucina Bambini, and Chef Deborah somehow turned us into actual cooks 👨‍🍳 Delicious food, lots of laughs, and zero kitchen fires (we think?!)

Huge thanks to Cucina Bambini for an amazing class!

09/25/2026

Healthcare can run $1,000-$1,300 per person before 65, and that can wreck a plan fast. And it’s not just a “personal finance” problem anymore. I was just in D.C., and people from both sides of the aisle - Janet Yellen, Karl Rove, James Carville - were basically saying the same thing: the U.S. debt situation is getting scary. Here’s the part that hit hardest:

About 20% of your taxes can go just to interest on the debt.

That means money is being spent without buying new services.

And if rates keep climbing, the pressure only gets worse.

This is the kind of stuff people ignore until it shows up in their own life. What’s the bigger worry for you right now - healthcare costs or the debt itself? Full conversation in the episode on YouTube.

09/24/2026

Help avoid these legacy planning mistakes.

09/23/2026

If you were forced to retire today, would you be ready? A lot of people assume they’ll have more time to prepare, but life doesn’t always work that way. Health issues, layoffs, burnout, and even AI are changing retirement plans faster than people expect. The real question is: are you financially and emotionally ready for the unexpected?

🎉 We’re celebrating some very special members of our Team WealthCreator family this month! Wishing each of you a fantast...
09/23/2026

🎉 We’re celebrating some very special members of our Team WealthCreator family this month! Wishing each of you a fantastic birthday filled with plenty of happiness, laughter, and celebration.

Please help us wish this crew a very HAPPY BIRTHDAY! 🥳🎈

09/22/2026

Your portfolio is more than a performance number.

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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