Retirement Income Planning
Tax Planning Strategies
About the Financial Advisor
Moser & Heier Financial Solutions affiliated with Focus Financial in 2004.
Since 1997, Moser & Heier Financial Solutions, have been helping individuals and small businesses with financial, investment and tax planning. As founding partners, Barbara Moser and Connie Heier, are both CERTIFIED FINANCIAL PLANNERS™ and Certified Public Accountants each with 20 years of experience in the industry. They specialize in pre-retirement planning, retirement income and tax strategies.
They have a team approach whereby they are available to service the needs of their shared clients. They coordinate their schedules to ensure someone is in the office and available for any questions you may have. They are both members of Royal Court, which represents the Top 50 Producers with their broker/dealer, Royal Alliance Associates, Inc.
Education and Designations
- CFP® – CERTIFIED FINANCIAL PLANNER™
- CPA – Certified Public Accountant
Barbara enjoys spending time with her husband and daughter, playing golf and tennis, the arts in Chicago and traveling to visit her family in Minnesota.