This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

He-Said She-Said: Husband And Wife Team Ken And Lori Heise Balance Numbers And Perspectives For Retirees

ST. LOUIS, Nov. 26, 2012 /PRNewswire/ -- Even though women directly control 33 percent of all wealth in North America – and wield substantial influence over the rest -- 70 percent of women surveyed in a 2010 study by CAIM LLC titled What Women Want: Understanding the Modern Female Investor, felt dismissed by their advisors, and many felt intimidated by financial planning. This is where Ken and Lori Heise of Heise Advisory Group in St. Louis, Missouri, offer a rare and valuable dynamic in financial planning services: a dual perspective from a husband and wife team.

Together, Lori and Ken Heise have over 45 years of combined experience with financial planning, but their clients – most of them couples who are five years away from retirement or already retired – value their male and female perspectives on their plans.

Ken says, "A lot of people like working with a husband and wife team. It's a unique setting. They're not used to meeting with two people at once, and having both of us to talk to provides them a sense of comfort. We ask them to come in as a couple, instead of the husband or wife coming alone."

Most of their clients are husbands and wives who plan their retirements as they've lived their lives together - as a team.

In a century in which people are living longer than ever, the worry that money will run out is the number-one concern for retiring couples, and especially for women. In the United States, 80% of women outlive their spouses by an average of 14 years; and an AARP study reports that women born between 1946 and 1964 say their greatest fear is not having enough money to support themselves in their later years.

"Financial Security in any economy" is the Heise Advisory Group's slogan. Their goal is simply to give their clients peace of mind "so they can spend their monthly income with confidence, knowing that it's secure for the rest of their lives, even if the market drops, even if interest rates stay low," says Lori.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $93.24 -0.41%
FB $117.81 -0.21%
GOOG $701.43 0.82%
TSLA $211.53 -4.96%
YHOO $36.94 2.61%


Chart of I:DJI
DOW 17,660.71 +9.45 0.05%
S&P 500 2,050.63 -0.49 -0.02%
NASDAQ 4,717.0940 -8.5450 -0.18%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs