Skip to content
  • O: +1.515.327.5450
  • TF: 800.585.9235
  • F: +1.515.327.5467
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Michael Hefner
    • Angela Owen
    • David Hefner
    • Gregory Hefner
    • Why Work With a CFP
    • Why Work With an AIF®
    • What Makes Us Different
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Pre-Retirees
    • Retirees
  • Our Difference
    • Our Difference
    • Our Approach
    • Business Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Management
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Hefner Financial
    1415 28th Street #335 West Des Moines, IA 50266 O: +1.515.327.5450 TF: 800.585.9235 F: +1.515.327.5467
    Map and Directions Map and Directions
Hefner FinancialHefner Financial
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Economy
    • Goal Planning
  • Media
    • Article
    • Commentary
    • Infographic
    • Video
New money, new problems: Athletes and sudden wealth
Reaching the pinnacle of a sport comes with abundant opportunities, but it can also come with a diagnosis. See how sudden wealth syndrome, which can affect anyone, impacts athletes in particular.
Markets & Investing
Seven ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
Read
Watch Video
How uncertainty around AI regulation could affect markets
9/28/2026
Raymond James Washington Policy Analyst Ed Mills discusses how uncertainty around AI regulation could affect markets.
Economy & Policy
Investing outlook: discipline through uncertainty
9/24/2026
Raymond James Chief Investment Officer Larry Adam shares key drivers shaping markets and the economic outlook
Markets & Investing
From supporter to steward
Why board leadership is one of the most impactful ways to give back
Estate & Giving
Read
Sibling relationships: The building blocks of family structure
Understanding how early connections nurture emotional and social growth
Family & Lifestyle
Read
Media research update: Is streaming’s pricing power leveling off?
9/23/2026
The results of the latest semi-annual survey of consumer media usage trends from the Raymond James equity research team.
Markets & Investing
View
Infographic: The ABCs of 529 plans
Give your education savings a head start with a 529 plan. These flexible, tax-advantaged investment accounts can help families save for future education expenses. Here are the basics.
Family & Lifestyle
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
Markets & Investing
When borrowing can be a smart strategy
Borrowing can offer flexibility and align with long-term financial goals.
Markets & Investing
Grow your entrepreneurial portfolio
How to find a new business venture.
Business Ownership
Always here for you
Hefner FinancialHefner Financial
  • 1415 28th Street #335 West Des Moines, IA 50266
  • O +1.515.327.5450
  • TF 800.585.9235
  • F +1.515.327.5467
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Hefner Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use