Jim Hebets Email & Phone Number

For over 55 years, we’ve been blessed to navigate intimate planning journeys with the country’s savviest non-profit healthcare organizations, business owners and distinguished families. Along the way, we meet countless stakeholders with significant untapped opportunities.They’re exceedingly well counseled. Yet more often than not, the most elegant and profound planning solutions are the ones our clients didn’t previously know existed.It’s nobody’s fault. In the age of so much information from so many sources, finding what matters most is a tremendous challenge.Our firm motto, The Value of Voice is our belief that...-Education is a cornerstone of client-advocacy.-Each planning journey invites and honors the voice of its diverse stakeholders.-Every plan has the potential to echo the stakeholders’ collective voice.People we serve-Distinguished Families-Business Owners-Non-Profit Healthcare Organizations (hospital systems & FQHCs)Problems we solve-Business succession & CEO succession planning-Estate planning: wealth creation to preservation-Executive compensation-C-Suite retirement compensation: tax-free, supplemental plans-Compensation benchmarking for FQHCs-HR consultingbit.ly/4eP16bASecurities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Hebets Company is affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced are available in every state. For additional information, please contact Kestra Advisory Services, LLC Compliance Department at 844-553-7872.