hOW TO cREATE AN INcOmE YOU cAN NEvER OUTlIvEAbout Ken and Lori
Ken and Lori Heise are a husband-wife financial team focus-
ing on safe money for their clients. They are co-founders of the
Heise Advisory Group in St. Louis, MO. They like to call them-
selves “Geriatric Specialists of Retirement Income Planning.”They met as they both became interested in helping those
in retirement achieve complete financial security. Lori, from
St. Louis, MO, spent 18 years in insurance before deciding
to help those reaching the end of their careers. Ken is from
Milwaukee, WI, and spent nearly 17 years working with insur-
ance and securities. Together they help retirees create a steady
income stream that they can never outlive. Ken and Lori run
their practice like they run their family, with passion and love.Driven by a meaningful quest to help those who aren’t sure how to move forward, Ken
and Lori hold regular evening seminars to inform their community. They are available
and willing to help anyone ensure their future is as bright as possible. The accolades
that Ken and Lori have earned over the years are staggering.
Ken is a Registered Financial Consultant, a professional designation awarded by the
International Association of Registered Financial Consultants. Ken is a Top of the Table
member of the Million Dollar Round Table, placing him among the top one-half of one
percent of financial and insurance professionals worldwide.
Lori is an approved member of the National Ethics Bureau (NEB), an independent or-
ganization of insurance and financial advisors who have maintained an exemplary re-
cord of business ethics. Lori is also a past member of the Million Dollar Round Table.
For more information or to reach out to Heise Advisory Group, visit:
http://www.heiseadvisorygroup.com
Or call the office at 314-909-1116
Or toll-free at 888-414-1116.