Heim Financial Solutions

Strategic Alliances

Tim Sullivan
Founder and CEO of Strategic Wealth Advisors Group

Tim and David began working together in 2009. They both have the same belief that helping clients with their financial planning should be the number one priority and both are fiduciaries. Tim, David, and Tammi regularly host seminars/workshops as a team to assist federal employees who are planning for their retirement.

 

 

 


Our firm’s strategic partners/alliances are not employees, or directly affiliated with, our firm.


This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.