Jim Heafner is an Investment Specialist and President of Heafner Financial Solutions, Inc. He graduated with honors and received his MBA from UNC-Chapel Hill. Jim is a proven entrepreneur, having founded, grown and sold America’s largest specialty fitness retail chain. He has been nominated for Charlotte’s “Entrepreneur of the Year,” and his companies have made the Business Journal’s “Fast 50,” honoring the 50 fastest-growing companies in central North and South Carolina, and Inc. Magazine’s “Fast 500,” honoring the 500 fastest-growing companies in the United States. Jim believes in complete financial planning and the importance that tax planning plays in the overall result. He is an “Ed Slott Elite IRA Advisor” and has qualified for the Million Dollar Round Table every year. Jim is a sought-after financial authority, featured in The Wall Street Journal, Fox Business, US News and World Report, Worth Magazine, New York Post, Fiscal Times, and

A believer in the value of physical as well as financial fitness, Jim is an active athlete committed to regular cardio and strength workouts. Skiing and tennis, biking and scuba are his favorites. Jim lives in Charlotte, North Carolina, with his wife, retired publisher Liz Neely Heafner, and their four adopted dogs.

Heafner Financial Solutions, Inc. is a member of the Better Business Bureau and the National Ethics Association. You can find more information at

You may email Jim directly at [email protected]