Personal Financial Planning
Ever notice how there’s always a disclaimer with investment opportunities that warns you to “Consult your tax advisor?” Well that’s precisely why HeimLantz has built a team of Financial Advisors who are both CPAs and Certified Personal Financial Specialists. We’re both unbiased because we do not represent any particular investment vehicles, and we have the ability to understand how all the pieces of your financial puzzle fit and work together.
Often the issue is not how much you earn, but how much you keep. We consider your business and personal goals and help you take all the steps to minimize tax liability, retain wealth, and plan a secure future for you and your loved ones.
Below are the 10 key wealth care issues that our financial advisors will address with you as needed. Mouse over each for some of the questions you likely need to consider.