Sterling Evaluation and Assessment
Kelly attended and graduated with a B.A. in the top percentage of his class in 2002 at Rice University in Houston, TX. After Graduating Rice University, he was hired directly from his internship to became one of the Top Financial Advisor’s at New York Life. He successfully served over 2,000 clients in his book of business since 2002. He received several honors while working at New York Life, such as Houston’s National Association of Insurance and Financial Advisor’s Rising Star Award, Rookie of the Year, Career Success, Career Life Producer, Life Foundation Awards, National Life Paid Case Leader Eagle Award, and Long-Term Care Circle of Champions.
For the past 14 years, Kelly Hejtmancik has been a qualifying and lifetime member of the Million Dollar Round Table.
Kelly holds the designations of Accredited Retirement Plan Specialist®, Certified Long Term Consultant®, Certified Financial Planner®, Life Underwriter Training Council Fellow®. He also holds the Series 7, Series 6, Series 63, and Series 66 Securities licenses, as well as Group 1 Life and Health and Variable Insurance licenses.
It is extremely important to Kelly that his clients are informed about the important decisions they need to make regarding their future. With that in mind, he is very passionate in educating his clients so that they have the confidence to move forward with plans that fit their specific situation.
Kelly focuses on closely held and family business planning and consulting, and personal financial planning. Within the area of business planning, he addresses issues and concerns such as transitional planning, employee retention, executive benefits, retirement planning for the owner, business valuation, and estate planning. Business exit planning allows for the creation and execution of a strategy that helps enable owners to exit their business on their own terms and conditions, using an established and systematized process.
On the personal financial side, Kelly helps his clients establish and refine their goals by listening carefully to what is important to them now and in the future through the use of comprehensive financial planning. He then designs a strategic, personalized path to help accomplish their unique objectives.
He specializes in working with people who are going through transitions or life changes: life cycle of a business, marriage, birth of a child, job change, retirement, death of a spouse, and divorce. He also has expertise in retirement income planning. Kelly Hejtmancik has been and continues to be involved in a number of charities over the years including Bo’s Place, Alzheimer’s Association, MD Anderson Cancer, Lighthouse Charity, Outreach, Montrose Center, St. Joseph’s House, and Out for Education.
As a Firm Partner, Kelly Hejtmancik has over 15 years of experience in his continued dedication of hiring and developing hi quality capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. His expertise includes working with clients in the financial services industry, and recruiting and developing outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills.
Kelly Hejtmancik’s favorite quote he preaches and lives by is from Ghandi, “BE THE CHANGE THAT YOU WANT TO SEE IN THE WORLD!!" He is very happily married to his soulmate, Marie. They have two wonderful children, Nathanael, who is now attending Texas A&M and Elizabeth currently attending NYU.
Services we offer include:
1. Wealth Management Strategies and Protection Services
- Financial Guidance
- Life and Disability Income Insurance Needs
- Review of Savings and Investments
- Long Term Care Needs Assessment
- Budgeting and Cash Flow Study
2. Retirement Products and Services
- Fixed and Variable Annuities
- Retirement Income Needs Review
3. College Tuition Funding Programs
- College Costs Analysis
- Insurance and Investments
4. Investment Products
- Mutual Funds
- Unit Investment Trusts
- Variable Annuities
- Exchange Traded Funds
5. Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
6. Business Continuation Planning
- Business Continuation Planning
- Funding Option Analysis
- Buy–Sell Strategies
- Family Business Succession Planning
- Key Person Insurance
7. Executive Fringe Benefits
- Executive Bonus Plans
- Split Dollar Insurance
- Deferred compensation Funding
- Salary Continuation Plans
Non-Qualified Executive Fringe Benefits
8. Employee Benefit Program
- Pension, Profit Sharing and 401(k) plans
- Payroll Deduction Plan
Kelly Hejtmancik is a Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111‐0001, and its affiliated US insurance companies. Registered Representative of and securities, investment advisory and financial planning services offered through MML Investors Services, LLC, Member SIPC and a MassMutual subsidiary. 3 Greenway Plaza, Suite 1800, Houston, TX 77046 and 713.403.6537. Parent Financial is not a subsidiary or affiliate of MassMutual, MML Investors Services, LLC or their affiliated companies.