When you’re passionate about your Purpose, about helping each client reach their financial goals and Making Lives Better, it shines through in everything you do. At HeimLantz, our whole team lives our Purpose and Core Values with passion. They have committed the firm’s Core Values to memory- Just ask them!
Passion
One of our foundational Core Values is centered on relationships. We believe in creating strong relationships with our clients based upon mutual honesty and integrity. Further, our team is committed to understanding your needs and working toward your goals as if they were our own. We measure our value through the success of our clients.
Relationship
Most people don’t think of CPAs as innovators but innovation is another Core Value that our HeimLantz team lives by. The pace with which our world is changing today means that what we did yesterday might not be sufficient tomorrow. So our team is committed to thinking outside the box, seeing new possibilities, and looking for hidden opportunities. Are you looking for a little innovation from your business advisors?
Innovation
Helen Keller once said, “Alone we can do so little; Together we can do so much.” At HeimLantz, collaboration is one of our Core Values because we believe in this principle. We combine strength and wisdom because we know that we’re going to get the best results through true synergy. But it’s not just our team members that collaborate…We believe in collaboration with our clients and the other advisors we serve. We’re ready to collaborate with you!
Collaboration
We strive to create a different experience and environment for our clients and our team members, a culture that lives and breathes our Purpose and Core Values. It’s this culture that allows us to develop relationships, not business transactions.
Culture
Meet Our Team
Our Commitment
Tip for Optimizing Your LinkedIn Profile
Optimization with LinkedIn, like on many other sites, focuses on key words. The more key words you have throughout your profile, the higher the probability you’ll be found by the right people. All-Star status is the top LinkedIn status level and should be your goal. LinkedIn statistics reveal that “users with complete profiles are 40 times more […]
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings? Provided by Kathie Sulick, CPA/PFS and Sheri Winegardner, CFP® “What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers. Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup […]
1st Global Honors HeimLantz as a Three Diamond Eagle Firm for 2016
Annapolis — Nov. 28, 2016 — HeimLantz, headquartered in Annapolis, was recognized for its extraordinary achievements throughout the year at the 2016 1st Global National Conference that took place from Nov. 15–17 at the JW Marriot Indianapolis in Indiana. “Diamond Eagle firms set themselves apart from the crowd because of their commitment to excellence, demonstrating […]
Sulick Refines Skills at AICPA Advanced Financial Planning Conference
Annapolis, MD (January 18, 2016) — Kathie Sulick, a CPA/PFS financial planner with HeimLantz CPAs and Advisors recently attended the AICPA Advanced Personal Financial Planning Conference in Las Vegas. The conference included nearly 60 different sessions offering valuable insight and best practices in retirement planning, investment management, tax planning, wealth management, among other topics. Held […]
