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.
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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Tax preparation may be the perfect time to give the household budget a check-up.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding how a stock works is key to understanding your investments.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Bonds may outperform stocks one year only to have stocks rebound the next.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Have you explored all of your choices when it comes to managing your taxable income?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Recent changes in estate tax laws could affect the strategy you have in place.
Three things to consider before dipping into retirement savings to pay for college.
With alternative investments, it’s critical to sort through the complexity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.