435-272-4362

Welcome to Heaton Financial

Your finances are far more than numbers, assets, and algorithms to us. When you work with Heaton Financial, we’re helping you enjoy your lifestyle, plan for your golden years, provide for your family, support your business, and lift your southern Utah community. We work diligently and listen closely to each client in order to achieve a secure and stable financial plan tailored to your individual needs.

Personalized Investment Solutions

We give every client the time, respect, and personal attention they deserve. We are eager to listen to you and to create a customized investment solution that fits you. Whether you are interested in growing your assets, or protecting your nest egg, we have a solution for you. Click here to see why Heaton Financial is different than other financial advisors.

Retirement and Income Planning

You work hard. You dream for your future. But have you taken steps towards your goals? Perhaps it feels too early or too late to get started. Maybe you just don’t know where to start. The good news is that it is never too early or too late to get started on planning for your future. Click here to see if your retirement savings are enough.

Wealth Management

Some financial needs are more complex than others and Heaton Financial is in the business of helping you navigate sometimes rough waters. We do this through active, discretionary portfolio management, disciplined investing, and closely monitoring your investments on a daily basis. To see how Heaton Financial is different from other investment advisors in Southern Utah click here.

Our Services

Sometimes planning your financial future can be overwhelming. Your goals may seem unattainable, you may be lost when it comes to investments, or you might not know where to start. At Heaton Financial, we are here to help our friends and neighbors in southern Utah figure it out. With years of experience as investment advisors, our experts are ready to help you explore different wealth management scenarios. Contact us now for a free consultation.

Investments

It’s hard to imagine financial dreams being realized without a solid investment portfolio in the picture. It would be like owning a car without an engine. Heaton Financial has an investment management process that focuses on developing portfolio strategies that fit your situation and level of risk. We strive to manage both returns and risk that are consistent with your goals and objectives.

Retirement

Any worthwhile destination requires a plan. When preparing for a vacation, you have to think about what to pack, what to eat, where to sleep and what activities to do. Planning for retirement is no different. You need goals, a plan and a map to ensure you are on the right track.

College

On average, college costs have risen by approximately 5% annually over the last decade. If that trend continues, a child or grandchild born today will pay double what college students pay today. Let us help you set up an education plan today.

Income

At Heaton Financial, we help you manage your wealth based on your current situation and future needs, and help you plan accordingly. Then we provide you with investment recommendations based on your specific situation to help grow and protect your money while still providing you with a steady stream of income.

Social Security

Social Security can be an important part of everyone’s retirement. But, the Social Security Administration is prohibited from providing advice. You can turn to us to help you maximize social security benefits and even help you determine when to file, what to file, and how to file.

Free Consultation

We’d love to hear from you and offer a no cost, no obligation, financial consultation. Give us a call and we’ll get started.