Jim Hebets
Jim Hebets is Chief Executive Officer and Founder of The Hebets Company, and a Registered Representative with Kestra Investment Services, LLC. The National Headquarters for the firm is located in Phoenix, AZ. The firm specializes in the areas of executive compensation and fringe benefit consulting, business succession planning concepts, wealth creation and estate preservation strategies and the facilitation of the purchase of extremely large amounts of life insurance.
Jim has been recognized with two prestigious rankings on the 2024 America’s Top Financial Security Professionals from Forbes and SHOOK Research. Hebets earned the #3 Top Financial Security Professional spot nationally and was named #1 Best-in-State in Arizona, chosen from over 45,000 nominees.*
Under Jim’s leadership, the firm has established a national prominence and reputation in the following practice areas:
Estate Planning for the “Exceptionally Wealthy”
Individuals and/or families throughout the United States. Jim has spent 45 years serving many of our country’s wealthiest families and has developed long-term relationships that have now become multi-generational. Privacy, confidentiality, trustworthiness, cutting edge creativity and a deep and abiding concern for the personal well-being of each family member defines the essence of Jim’s involvement with his clients. Jim is often asked to play the role of “facilitator” when the “human” issues become complex. Ultimately, each client engagement needs a quarterback who actively and consistently monitors and reviews the ever-changing circumstances surrounding the lives of high-net worth individuals.Jim cherishes the personal touch involved in maintaining this style of relationship.
Executive Compensation and
Fringe Benefit Consulting
Many wealthy families built their net worth in large part by creating and leading some of our countries most famous businesses. Jim is often asked to assist in the creation and execution of the Executive Compensation arrangements that these businesses utilize to attract, reward, motivate and retain the senior leadership team. The firm clients are located throughout the United States and include both mid to large size public and privately owned enterprises, as well as many tax exempt organizations.
Succession Planning
Many of the firm’s oldest and largest clients came to have Jim assist them in monetizing the wealth they had developed in their business interests. They chose the firm of The Hebets Company and Jim individually, because of his extensive background in understanding how to integrate the planning process of monetizing their business interests within the context of their overall estate plan.
Federally Qualified Health Centers
Jim and his firm is the lead partner facilitating a strategic national approach to Federally Qualified Health Centers. The Hebets Company has over 45 years of experience in delivering some of the highest quality compensation and benefits consulting and service to healthcare executives and providers around the country.
Jim has also had an extensive involvement in charitable works in a wide variety of areas. His most passionate involvement is in his role as the Executive Vice President of the National Board of Directors of Childhelp – the nation’s oldest and largest not-for-profit agency serving abused and neglected children. Childhelp founders – Sara O’Meara and Yvonne Fedderson are currently nominated for the Nobel Peace Prize
Jim and his wife Carol are blessed to have five children and eight grandchildren who are a constant source of joy in their lives.
Check the background of this firm on FINRA’s BrokerCheck.
*The Forbes list is based on a rigorous methodology conducted by SHOOK Research, which focused on one central question: “Would we recommend these professionals to a family member or a friend?” Unlike traditional rankings based solely on financial metrics, SHOOK’s methodology emphasizes the quality of client relationships, trustworthiness, and integrity. To determine the top financial security professionals, SHOOK evaluated professionals based on both quantitative data, such as production premiums and persistency rates, as well as qualitative factors, including client interactions and personal interviews. To date, SHOOK has evaluated more than 17,011 professionals for consideration in its rankings published by Forbes, from which the ranked Financial Security Professionals were considered. These advisors were filtered down from over 45,370 nominations based on SHOOK’s high quantitative and qualitative thresholds. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Kestra IS or Kestra AS are not affiliated with Forbes or SHOOK research.
For further information on methodology, see:
https://www.forbes.com/sites/rjshook/2024/07/10/methodology-americas-top-financial-security-professionals-2024/