Families for Families
Giving back to the community is a small but significant way of showing our appreciation for helping us achieve our small business dream. Two of the most prominent charities we support are Make-A-Wish and Angels’ Arms.
To learn more about these organizations or how you can help us make a bigger impact on the lives of those who need it most, please give us a call today at 314.909.1116.
Heise Advisory Group hosts an annual trivia night to benefit Make-A-Wish. For the past few years, we have raised enough to grant at least one wish each year, and in April 2017, we put together a team for the Walk For Wishes and raised just shy of $9,000 — nearly enough to grant two wishes.
As a wish granter, Lori Heise personally works with Make-A-Wish Missouri to help grant the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy.
Help Heise Heal Hunger Holiday Drive
For the last two years, Heise Advisory Group has partnered with Operation Food Search to help heal hunger in the Saint Louis area. During the Holiday season, we host a canned and packaged food drive. We also take time to volunteer at the Operation Food Search headquarters with our clients.
As a local company, we value this city and want to make sure that we are contributing to the needs within the Saint Louis Community. If you are interested in participating, call the office!
2019 HOLIDAY DRIVE DETAILS:
November 17, 2020 - January 5, 2021. During office hours, we are accepting canned and packaged food to be donated to Operation Food Search.
Most needed items: Light Tuna & Salmon (Canned & Pouches) & Canned Chicken - Soup, Chilli, Stews with Meat/Beans - Canned Fruit (No Syrup) - Diced Tomatoes - Tomato Paste - Canned Spaghetti Sauce - Canned Beans - Pancake Mix (Complete and Bisquick) - Breakfast Cereal (Cheerios/Honey Nut Cheerios Preferred - All Brands) - Ziplock Bags (Freezer Gallon & Quart Sizes) - Can Openers (Swing-a-way Brand Preferred) - Deodorant - Toothbrushes & Toothpaste.
The mission of Angels’ Arms is to provide and support loving homes for foster children by keeping brothers and sisters together within a nurturing family until a forever home is found.
Heise Advisory Group is a family firm, and Angels’ Arms’ mission directly aligns with our family values. In the past, we proudly sponsored a golf tournament to help raise funds for Angels’ Arms, and we look forward to adopting a family this holiday season to provide gifts and whatever else the family might need.
TAKE THE CHALLENGE
How prepared are you for retirement?
The Checklist Challenge will tell us.
When it comes to your retirement, you don’t want to leave anything to chance. We don’t want you to, either.
Fill out this 34-point Checklist Challenge, which will measure your retirement readiness and help us understand how we can best serve your needs as you prepare to live the future you always envisioned. Together we will examine:
Whether you’re taking an appropriate level of risk
How your assets and liabilities stack up
What gaps you may have in your current plan
Together let’s rise to the challenge — starting today!
Ready to Take The Next Step?
For more information about any of the services or products listed, choose a time to come into the office and speak with one of our advisors, or register to attend one of our upcoming events.