Our Services
At Heaton Financial, we take your money seriously and take the necessary measures to ensure we deliver quality objective advice. We provide expert assistance to our friends and neighbors in Cedar City, Saint George, and all of southern Utah in the following subjects:
Investments:
- Portfolio Management
- Asset Allocation
- Income
- Stocks
- Mutual Funds
- Options
- Bonds
- Government Securities
- REITs
- Exchange Traded Funds (ETFs)
Financial Planning:
- IRA’s
- Roth IRA
- Retirement Planning
- IRA Consolidation
- College Savings
- Money Management
- 401k Rollovers
- Estate Plans
- Debt Management
For Businesses:
- Retirement Plans
- Cash Management
- Profit Sharing Plans
- SEP IRA’s
- Simple IRA’s
- 401k’s