Questions about H.E.A.P.™? We're here to help.
Whether you want help understanding the strategy, using the software, running your numbers, or getting started, send a message and someone can point you in the right direction.
Contact Information
CONTACT
Roccy DeFrancesco, JD, CWPP™, CAPP™, CMP™ Founder, The Wealth Preservation Institute
ADDRESS
18660 Cypress Haven Dr.
Ft. Myers, FL 33908
PHONE
269-216-9978
info@heaplan.com
How can we help?
Go directly to the right place.
Run Your Numbers
Use the quick H.E.A.P.™ analysis to see what the strategy may look like with your mortgage.
Get Started
Create your account, gather the information you'll need, or get personal help from a H.E.A.P.™ advisor.
Advisor Software
Financial professionals interested in H.E.A.P.™ advisor software can request access directly.
Prefer to start by learning?
Explore the H.E.A.P.™ resource center for the book, software, examples, and educational material.