1880 Century Park East
Suite 1008
Los Angeles, CA 90067

(310) 278-0339
bruce.heymont@lpl.com

 

Heymont & Company, Inc. The Cycle of Investing Do You Feel Lucky? The Richest Man in Babylon

Your Financial Future                           

                                

Our purpose at Heymont & Company is to provide you with exceptional financial guidance and personalized service with strategies that seek to build wealth and manage your financial resources, empower you to pursue your life’s aspirations, and create a strategy for passing on a lasting heritage to loved ones or meaningful charities.  Whether you are just starting to develop long-term financial plans, approaching retirement, looking to provide a retirement plan for your family or business, or simply looking to better understand certain investment ideas, we can help you find the answers to your most pressing money questions. 

We will help you develop a financial action plan and move confidently toward your goals. We do this through a detailed, highly personalized process of identifying your personal or business needs, outlining goals, analyzing current programs, researching available options, and finally developing and implementing both a short- and long-term range of plans.

Heymont & Company is a full-service investment planning and wealth management firm located in Century City, California. We have built our reputation on helping clients create and preserve wealth for their families and their businesses.

Important Announcement!                                                                                      

We are pleased to announce that Rob Gillard, CFP®, CIMA® has joined our team as Senior Vice President at Heymont and Company, Inc.

Rob has over 15 years of experience in the financial services industry, having spent most of his career working for Deutsche Bank in London and Los Angeles, UBS Private Wealth Management in Century City, and Fidelity Investments in Pasadena focusing on high net worth clients, portfolio management, tax management strategies, protection planning, and estate planning.

                                                               

Always putting his client’s needs first, he realized that being independent was the best way to serve his clients and build long term relationships with no conflicts of interest.

Rob earned the Certified Financial Planner® (CFP®) designation in 2011 and the Certified Investment Management Analyst® (CIMA®) designation in 2008.

A native of Grosse Pointe Woods, Michigan, Rob attended the University of Miami and graduated with a BBA in finance with honors in 1999. An avid tennis fan, Rob tries to spend much of his free time on the tennis court. He also serves as a mentor through the Fulfillment Fund, a Los Angeles based organization that assists disadvantaged youth to gain access to higher education, as well as the Point Foundation, an organization that empowers promising LGBT students to achieve their full academic and leadership potential to make a significant impact on society.

Rob resides in West Hollywood with his partner, James, and their black lab “Snookie.”

Rob is excited to be part of Heymont and Company and we look forward to introducing you to him at our next client event.



 

Helpful Content

Tax Management Strategies

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

 

What If You Get Audited?

The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

View all articles arrow

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Rightsizing for Retirement

What does your home really cost?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

View all videos arrow