Eric Heiting, CFP®, ChFC, CLU, LUTCF

Financial Adviser, Eagle Strategies LLC

Phone: 608.827.2110
Fax: 608.831.8516
E-mail: eheiting@physicianwealthstrategies.com

Eric Heiting is a graduate of the University of Wisconsin-Eau Claire. After college, Eric followed his father's 33+ years in the financial industry and chose to focus on financial planning*.  Now in his 10th year, Eric works with physicians with regards to their insurance and portfolio management based on an asset allocation approach and modern portfolio theory.

In addition to doing investment work and financial planning, Eric works with CPA’s and estate planning attorneys in creating estate plans and asset protection for individuals.  Due to trusted relationships with other financial professionals, referrals are a common way he meets new clients.  He travels extensively in order to meet with his clients often in the Marshfield, Wausau, Appleton and Madison areas.