Heaton Juarez Financial

In a noisy and busy world, sometimes it helps to just talk through it. As with most things worthwhile, the first step is the hardest.

In my mid-20s, I realized that unless I made a change, I would not be able to afford to give my son the childhood that my parents gave me. I had great intentions, but no action plan. I made a change, and learned how money works. Now, I teach others. Whether expanding your business, tracking towards retirement, or growing your family, my team coaches quality people that work harder to work smarter too.

As a CERTIFIED FINANCIAL PLANNERTM professional, I can define together the scope, detail and service you want, before you decide.

Using my background as an educator, I will start with listening. Good listening is fundamental to any professional or personal relationship. By asking thought-provoking questions, answering any you may have, by listing your goals and objectives, and comparing where you are to where you want to be, I can coach you to align your reality with your best intentions.

Close up of woman in deli with two workers in background

Helping you live your best life

My Vision

To live in a society in which everyone has access to quality advice rooted in a personalized, written financial plan.

My Mission

Apply empathy, integrity and expertise in every situation, even when it would be easier not to.

Creating a Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, grow your business, or enter retirement. My team can help you create a personalized financial plan that has a firm foundation in your beliefs and a clear path to keep your ideal future within reach.

But achieving financial security takes more than creating a comprehensive plan; you also have to evaluate and adjust it over time. Together, we'll create a roadmap to protect and set goals for you and your family now, and execute the steps necessary to respond to whatever life brings.

This may be something very simple; you sign up and move on. But conversations with clients usually entail how things intersect, the threads between retirement income, social security, student loans and debt, cash flow strategy, investing for children's education, and/or employee benefits for yourself or your business.

Our team is uniquely suited to discuss these topics in a way that is culturally and financially relevant to any guest in our office. We use technology to facilitate access and visual learning, and we have teaching backgrounds.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.