Jon Heischman Sr.

Jon Heischman Sr.

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 WXGT/WQCD on Saturdays at 8:30a 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.


To learn more about our services and to schedule an appointment
call us today at 614-861-7055.

Check the background of this investment professional on FINRA's BrokerCheck.