Heather Schreiber | HLS Retirement Consulting
Heather Schreiber, RICP®, founder of HLS Retirement Consulting is a strategic partner and consultant to our firm. With 27 years of industry experience, she advises on complex strategies and helps develop customized solutions to meet the needs of our clients.
Heather has worked among the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and some of the largest field marketing organizations in the country.
She is frequently asked to speak at industry events, on radio, TV programs, or webinars and has been quoted in USA Today, Forbes, and other financial publications including Ed Slott's IRA Advisor and Retirement Daily. Heather is also the creator of Social Security Advisor, a monthly newsletter designed to provide financial professionals and consumers critical information on this important income source.
She is an instructor for Surgent McCoy CPE, an educational partner of National Association of Fixed Annuities (NAFA) and is a panelist on the All Star Tax Series sponsored by Edward Jones. She is a sought after keynote speaker on the topic of Social Security and other retirement-related topics.
Heather’s breadth of knowledge extends far beyond Social Security planning and includes retirement income distribution strategies, charitable giving, the rules that govern qualified plans and IRAs, multi-generational planning, tax mitigation techniques, and IRS reporting issues.
Heather is married to Eric and is also the proud mom of two athletic boys who live for football, track, and basketball both in season and out. She is also blessed to have two beautiful stepdaughters who gratefully help her balance the family equation. In her spare time, Heather loves to spend time with her family and friends, volunteer in her community with her family, commune with nature in any and every way possible, and rescue wayward animals.