My Approach

Jim Heruska - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Jim Heruska - My approach photo


  • Spending time with my eight grandchildren
  • Bass fishing
  • Cruises
  • Cooking
  • SEC football
Years of Experience ?

Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Retirement Planning Strategies