Brian Heipp – Financial Advisor
About Brian Heipp – Thrivent: Financial Planning, Lakeland, FL (ChFC®, CLU®, CASL®, FIC*)
Brian Heipp is a financial advisor licensed in four states. He works for Thrivent and offers financial planning services tailored to individual client goals and values. His contact information, including phone number and address, is prominently displayed, along with his professional credentials. The page also includes links to Thrivent’s privacy policy and other relevant information.
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Brian Heipp’s contact:
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Brian Heipp Thrivent: Financial Planning Unique Value Proposition
Brian Heipp, a financial advisor with Thrivent, is dedicated to helping clients achieve their lifelong dreams while also supporting causes they care about. He focuses on understanding his client’s current financial situation and values to create a personalized roadmap for a secure financial future. His approach emphasizes open communication, as evidenced by his invitations: “Let’s put your plans in motion” and “Tell me where you’re at today”.
While their website doesn’t explicitly detail his unique value proposition, his affiliation with Thrivent emphasizes faith-based financial planning. This resonates with individuals seeking to align their finances with their values. This approach could be a key differentiator for clients seeking financial guidance rooted in ethical principles and community impact.
He is licensed in Florida, Georgia, New Hampshire, and Tennessee.
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Frequently Asked Questions About Brian Heipp’s Financial Planning
How To Reach Out To Brian Heipp Thrivent, Lakeland, FL
Contact:
Here are the best ways to visit or contact Brian Heipp Thrivent’s Financial Advisors:
The fastest and most reliable way to contact Brian Heipp is by phone at 863-712-5705 during business hours.
Alternatively, you can email him at [email protected] for a prompt response.
For in-person meetings, visit the office at 2132 Hoof Print Lane, Lakeland, FL 33811 by appointment.
| Contact Method | Details | Availability | Notes/Best Practices |
|---|---|---|---|
| Phone | 863-712-5705 | Available | Available Monday to Friday, 9 a.m. – 5 p.m. |
| [email protected] | Available | Response typically within one business day. | |
| Physical Address | 2132 Hoof Print Lane, Lakeland, FL 33811 | Available | Visits by appointment only; please call or email to schedule. |
| Fax | Not Available | Not Available | This contact method is not provided. |
| Contact Form | Contact us Form | Available | Fill out the form for specific inquiries |
Brian Heipp’s Lakeland Office Location:
Reach out to Brian Heipp, a Thrivent Financial Advisor, for personalized assistance with your financial planning needs.
Brian Heipp offers a variety of financial services to clients in Florida, including:
- Retirement Savings Accounts: Heipp can assist with employer-offered plans like 401(k)s, as well as traditional and Roth IRAs.
- Life Insurance: Heipp offers various policy options to provide reassurance that loved ones are taken care of.
- Mutual Funds: Heipp provides mutual fund options that offer flexibility, help manage risk, build a diversified portfolio, and pursue long-term goals.
- Annuities: Heipp offers annuities that can convert savings into income during retirement, reducing uncertainty in retirement planning.
- Financial Guidance: Heipp develops personalized strategies and provides ongoing guidance to help clients achieve their financial goals, regardless of their starting point.
- Charitable Giving Solutions: Heipp can assist clients who want to give back to causes they care about.
- Investments: Heipp offers investment options that aim to balance performance and purpose.
- Health Insurance: Heipp can help clients evaluate health insurance options, including those available through employers and government programs.
- Disability Income Insurance: Heipp offers policies that safeguard a portion of income in case of an unexpected illness or injury.
Heipp is a licensed financial advisor in Florida, Georgia, New Hampshire, and Tennessee. His office is located in Lakeland, Florida. He works with clients to understand their needs, dreams, and values and then recommends solutions to provide clarity on their current financial situation and confidence in their financial future.
