Heim-Young & Associates - Putting Clients On The Right Financial Path

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Street Address: 
1256 E Kingsley St.  
Springfield, MO 65804

Phone: 417-882-7283

Fax: 417-883-6315

Web Address: www.heimyoung.com

Top Executives: 
Dennis J. Heim, CFP®, CRPS®
Dean W. Young, MS, CFP®, CRPS®
J. Brent Singleton, CFP®, AIF®
(all 3 are Partners)

Year Founded: 1989

Number of Employees: 20

Product or Service: Financial Planning Service

If there’s one thing to remember when it comes to investing, it’s to never overreact. Volatility in the financial markets is normal and fluctuation is a given. In fact, it's not unusual for the market to drop 10 percent or more in a year. That’s why it pays to have an expert financial planner on your side that is dedicated to helping you build and maintain your financial independence.

That’s where Dennis J. Heim CFP®, CRPS®, Dean W. Young MS, CFP®, CRPS®, and J. Brent Singleton CFP®, AIF® and their team at Heim, Young and Associates come in. For over 25 years, they have built a solid company and a reputation for putting their clients first. Their staff of credentialed professionals takes the time to get to know their clients, and learn what is important to them now and in the future. Through that process the firm is able to provide comprehensive financial planning, and peace of mind. 

“For many years we’ve noticed people have a tendency to overreact to current events and allow fear to impact their long-term investment plan,” Partner, Brent Singleton said. “Studies show that individuals who attempt to time the markets or think they can select the next “outperforming” investment actually get less than half of the returns compared to investors who are disciplined and maintain a diversified portfolio.”

The experience at Heim-Young sets the firm apart. Working with a primary focus on retirement planning, estate planning, and income tax planning, they are also experts in portfolio management, investment allocation, business retirement plans, and education planning. While most people think all financial planners are "certified," that isn't necessarily true. However, at Heim-Young their credentialed staff has the expertise and knowledge they need to guide their clients through complex planning services and solutions. They also have the opportunity to further their education and obtain advanced designations through the firm’s career path. 

“We have an experienced, professional staff that makes it possible to fulfill the commitments we make to our clients,” said Partner, Dean W. Young. “And that’s our bottom line. Our client’s goals come first and our future success is tied to our clients alone.” 

Young also pointed out how the firm was founded on the strong desire to provide top quality client service, and that’s why they routinely take the initiative to reach out to clients and maintain open lines of communication. “Our client’s goals become our goals. We make it a top priority to provide personal attention and service to every single client.”

“That’s why we build relationships based on trust and never take client loyalty for granted,” Young concluded. “We constantly strive to find new and improved methods to provide unmatched financial planning services to our existing clients and to those who are ready to start a relationship with us.”