Jon Heischman Sr. RHU, LUTCF, CSA, CLTC
With more than 40 years of experience, Jon Heischman provides guidance and ideas to help individuals with their retirement concerns. Jon has developed a network of local financial professionals, and this enables him to consult with and refer to a specialist when needed for the benefit of his clients.
Earning designations related to his profession has provided Jon with the education and knowledge that a financial professional requires to address a client’s needs. Additionally, he is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Jon attributes the growth of his practice to his low-key, easygoing approach and the way he puts his client’s best interests as the top priority. He believes that most individuals search for a company that they can trust to receive personal attention and develop a strong relationship for the future.
As a wealth preservation specialist, Jon understands the need for frequent communication. This way, he can educate his clients and tailor solutions for them.
Jon, Sr. is the host of Safe Money & Retirement Show on both terrestrial radio and as a podcast. New episodes air weekly on WDLR (96.7FM/1270AM) on Saturdays at 9:00AM and online podcast on Fridays. The podcast can be heard and found on iHeartRadio, Spotify and other major podcast platforms. Click here for the Safe Money & Retirement Show's page on Spreaker with the latest episode.
Jon Heischman Jr. CRPC, RICP
From an early age, Jon knew he wanted to follow in his father’s footsteps in the financial services industry. He obtained his degree in finance at the Ohio State University.
Shortly after graduating, Jon started his career with Northwestern Mutual, which provided him the training and expertise he needed to thrive in the industry. He joined his father at Heischman Financial the following year, and they have been a strong father-and-son team ever since.
Jon enjoys working with people. His main goal is to build lifelong relationships with his clients while helping them meet all of their financial goals and needs.
