The Hebets

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Quick try with Jamie Hebets from hebetsco.com
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The Hebets company description

For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families. There’s a common theme: their most compelling planning opportunities are the ones they haven’t heard about. The Value of Voice is our belief that... -Each planning journey invites the voice of its diverse stakeholders -Every plan has the power to echo the stakeholders’ collective voice Our business model: the best of two worlds -Professional intimacy of The Hebets Company as an entrepreneurial firm -Institutional depth and breadth of NFP, our corporate parent. NFP Corp. is one of the largest fully independent financial services organizations in the U.S. 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, FQHCs -HR consulting https://tinyurl.com/3erdk3r5 Securities offered: 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.

Key Employees

  • Jamie Hebets
    President
  • Susan Douglass Quirk
    Vice President
  • Melinda Figeley Dean
    Principal

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New team members of The Hebets

Tami Hill
Senior Underwriting Case Manager
Curt Abbott
Senior Case Designer
Andrea Johnson
Project Manager
Stephanie Taylor
Senior Director, Plan Management
Austin Sapiente
Client Services Associate
Jim Hebets
Chief Executive Officer
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