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Heiar Insurance & Estate Planning

Building Relationships

through honesty, integrity and service

Building Relationships

through honesty, integrity and service

Building Relationships

through honesty, integrity and service

  • Home
  • About
  • Learning Library
  • Seminars
  • Contact
  • Client Login
  • Get Your Risk Score

Heiar Insurance & Estate Planning

Heiar Insurance & Estate Planning serves Dodge County, WI and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Heiar Insurance & Estate Planning.

Heiar Insurance & Estate Planning provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Heiar Insurance & Estate Planning is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Insurance Solutions

Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your ...

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Social Security Maximization

Your Social Security retirement benefit represents a lifetime's worth of savings, time and work, and is most likely your oldest and largest retirement account ...

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Legacy Planning

Proper legacy planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected ...

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Our Location

Heiar Insurance & Estate Planning
Sandy Heiar
1645 N. Spring St.
Suite 315
Beaver Dam, WI 53916
Phone: 920-887-0580
Email: heiarinsurance@gmail.com

Our Company

  • Home
  • About
  • Learning Library
  • Seminars
  • Contact
  • Client Login
  • Get Your Risk Score

Our Services

  • Insurance Solutions
  • Social Security Maximization
  • Legacy Planning
  • Income Planning
  • Life Insurance
  • Medicare
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Heiar Insurance & Estate Planning and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Heiar Insurance & Estate Planning. Heiar Insurance & Estate Planning and Sandy Heiar are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.