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Rhonda Heineman

Posted on Sep 10, 2014 by in Advisors |




My journey is about being prepared. I believe prudent financial planning can result in clients reaching their dreams. I am a Certified Financial Planner professional. This photo features me with my lovely daughter, Randalynn, and my cherished grandchildren, Jaidyn and Jace. I take a personal interest in each client’s financial future and do everything I can to help develop successful outcomes.

Who we are: Heineman Financial Strategies is located in Omaha, Nebraska, the largest city in the state. We specialize in retirement income – helping people before and after they retire to accumulate, preserve, and transfer their wealth. We construct our relationships with a foundation of knowledge, trust, and respect. Our primary business objective is to be the financial services provider of choice in every community we serve by demonstrating first-class ethics, competency, and professionalism. By following these principles, we set our firm apart from our competitors and promote change for the benefit of our industry, clients, and the communities we serve.

What we do: Our financial planning process is based on the six-step process developed by the CFP® Board of Standards, Inc. The process involves identifying and setting realistic lifetime cash flow, wealth accumulation, and asset distribution goals; and then implementing them into the client’s lifestyle. Success in achieving financial goals is dependent on setting priorities, taking advantage of the changing tax laws, and using various financial products that are most suitable for each individual client.

Why we do it: As a dedicated independent financial firm, we look forward to helping clients establish and maintain their long-term financial goals through clarity, direction, and prudent investment management.

Rhonda Heineman, CFP®, Founder – Heineman Financial Strategies

Rhonda Heineman, CFP®, Founder – Heineman Financial Strategies. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Heineman Financial Strategies are not affiliated.

Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0814