Financial Strategies

Celebrating Your Success

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation strategies. Most importantly, we hope you see the value of working with financial professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of building a personal financial strategy; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Jason Heffner is licensed in AZ, CO, IA, IL, IN, KS, KY, MO, NE, OK, and TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AR, AZ, CA, CO, FL, GA, IA, IN, KS, KY, MO, NC, NE, OH, OK, SD, TX, VA, and WA and adviser registered in KS. David Freisner is licensed in FL, IL, KS, MD, and MO to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in FL, IL, KS, MO, OH, PA, and WA and adviser registered in KS.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Jason Heffner and David Freisner may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Jason or David that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network, and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Jason Heffner and David Freisner, Principal National and Principal Life Financial Representative, Princor Registered Representative, Financial Advisor. Julie Felix, Princor Registered Representative.

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number is 71161.

Contact Info

Jason Heffner