Brett Heaton Juarez, CFP®, CLU®, ChSNC®, M.S.
Financial Advisor


Heaton Juarez Financial

How Brett Heaton Juarez Can Help

In a noisy and busy world, sometimes it helps to just talk through it. As with most things worthwhile, the first step is the hardest. Schedule a fifteen minute phone call to share what's on your mind.

In his mid-20s, Brett realized that unless he made a change, he would not be able to afford to give his son the childhood that his parents gave him. He had great intentions, but no action plan. He made a change, and learned how money works. Now, he teaches others. Whether expanding your business, tracking towards retirement, or growing your family, Brett coaches quality people that work harder to work smarter too.

As a Certified Financial Planner professional, we can define together the scope, detail and service you want, before you decide.

Using his background as an educator, Brett Heaton Juarez will start with listening. Good listening is fundamental to any professional or personal relationship. By asking thought-provoking questions, answering any you may have, by listing your goals and objectives, and comparing where you are to where you want to be, Brett can coach you to align your reality with your best intentions.

Brett's Vision

"To live in a society in which everyone has access to quality advice rooted in a personalized, written financial plan"

Brett's Mission

“Apply empathy, integrity and expertise in every situation, even when it would be easier not to”


Creating a Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, grow your business, or enter retirement. Brett Heaton Juarez can help you create a personalized financial plan that has a firm foundation in your beliefs and a clear path to keep your ideal future within reach.

But achieving financial security takes more than creating a comprehensive plan; you also have to evaluate and adjust it over time. Together, we'll create a roadmap to protect and set goals for you and your family now, and execute the steps necessary to respond to whatever life brings.

This may be something very simple; you sign up and move on. But conversations with clients usually entail how things intersect, the threads between retirement income, social security, student loans and debt, cash flow strategy, investing for children's education, and/or employee benefits for your self or your business.

My team and I are uniquely suited to discuss these topics in a way that is culturally and financially relevant to any guest in our office. We use technology to facilitate access and visual learning, we speak Spanish, and we have teaching backgrounds.


Financial Security Planning

I can help clients achieve their goals with our comprehensive approach to personalized financial planning.


Investing

When investing, it's important to not focus all your efforts on one thing. This video illustrates why it's so important to consider spreading investments across various asset classes.


For Business Owners

I can help business owners achieve their goals with our integrated approach to planning for every stage of the business.

With a focused expertise on the business owner, I can provide guidance for any stage of your business. Learn how we offer solutions designed for you, for your employees and for your key employees. Let us help you:

Click here for additional resources.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck