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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Have you explored all of your choices when it comes to managing your taxable income?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Investors seeking world investments can choose between global and international funds. What's the difference?
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.
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.