HeimLantz STEPS Program

Creating, operating, and growing a business are no small tasks. Each is a complex undertaking that requires both daily decision-making and deliberate, long-term planning. As a leader, are you confident that you are making the right decisions to ensure your business will still be around tomorrow? Do you feel as though your organization is on solid, long-term footing? Is the path to the “promised land” for your business clear to you, to your leadership, and to your employees? Is the “promised land” itself a known and recognizable location? Read on to learn how HeimLantz will partner with you to create sustainable viability for your small business and its owners.
 
HeimLantz developed its STEPS Program to assist business owners, executives, and key decision makers lead their organizations to the “promised land.” Our experience had shown that similar service offerings available in the market were often disconnected, unfocused, incomplete, reactive, and generally inefficient. Because of this, we proactively created a strategic program designed to create a holistic understanding of each business and the lives and goals of each of its owners. Equipped with this knowledge, our program will assist you and your team with maximizing your business’s value and securing its future. By developing plans that meet both the business’s and its owners’ individual goals, our program will create successful outcomes for all parties involved and ensure that all sails are pointed in the right direction. Using strategic business consulting, personal financial planning, succession planning, exit planning, and everything in between, we will be here for you every step of the way. Our work will not be completed until you are happily retired and living your best life, while your business continues to thrive, long after you have stepped away.
 
Our STEPS Program team is made up of experienced professionals with the necessary credentials and training to guide you down the path to success. You will have the opportunity to work with certified valuation specialists (CVAs, ABVs, and CFFs), long-time CPAs, certified Gravitas coaches Zachary Greene, and Sheri Mergenthaler, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Each one of these HeimLantz professionals is eager to partner with you to accomplish your goals.
 
At HeimLantz, your business is our business. Through our STEPS Program, we offer a proactive, collaborative approach that simultaneously meets our clients’ needs for both a strategic business advisor and a personal wealth management advisor. What could be better than having all your business and personal financial needs met by one firm through one unified, strategic plan that will maximize wealth and secure organizational longevity?
 
HeimLantz offers our clients thorough and professional services tailored to their individual needs. Our core STEPS Program services include:
 
Ready to take the first STEPS towards solidifying your future? We certainly are! Contact Sheri Mergenthaler or Daniel Russell to get started today!
 
Sheri Mergenthaler, CFP®, CPWA®, CDFA®
Wealth Management Advisor
443-603-1809
 
Daniel T. Russell, CPA.ABV.CFF, CVA, CFE, MSA
Consulting Business Unit Leader
443-603-1818
 
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.