Brian W. Heffernan assists his clients in preparing for life’s major financial milestones, and also in managing their resources during retirement. Through an in-depth analysis of their current economic positions and stated future goals, Brian works closely with his clients to establish clear objectives and to develop comprehensive strategies. As an independent financial planner, Brian is committed to helping his clients make well-informed decisions in pursuit of their goals.

"I’m a teacher and a coach at heart, and as a financial advisor, I’m able to educate my clients to help them prepare for financial independence. By creating a logical financial plan, and then carefully monitoring and adjusting the plan when necessary, I hope to enhance the lives of my clients by significantly reducing the stress and uncertainty that financial matters can cause."

Brian’s strategies aim to reduce current income taxation, increase potential investment return, preserve assets from inflation and nursing home costs, and reduce or eliminate probate and estate taxation when assets are transferred to heirs.

Brian’s knowledge base and perspective combine academic study with practical experience. He earned his Bachelor’s degree in Organizational Behavior & Management from Brown University, and currently holds the Series 7, Series 66, and Series 24 securities registrations with LPL Financial, along with his Life and Health Insurance licenses. Brian embraces and enjoys the continuing education requirements of his financial planning profession, and he is committed to a lifetime of learning in order to become increasingly more valuable to his clients.

As a Financial Planner with Northeast Planning Associates, Inc., and a Registered Representative with LPL Financial, Brian is able to provide his clients access to a broad range of investment opportunities.

Brian also believes strongly in the value of balancing the key areas of one’s life, and he strives daily to achieve that balance in his own life. When he’s not planning financial strategies with clients, Brian enjoys being active in his local community of Westborough, Massachusetts, where he resides with his wife Nancy, and their four children.