HeimLantz Wealth Management operates with the goal of Making Lives Better. In order to fulfill our purpose, we strive to help our clients grow and protect a lifetime of assets. Our dedicated team of professionals utilizes a fully integrated approach that links all areas of each client’s financial situation into a comprehensive, unified plan.
When it comes to creating a strong financial plan, it is important to use a holistic approach that accounts for all facets of your financial situation. When you work with HeimLantz, you benefit from our integrated financial planning and tax planning approach. Your financial advisor works in tandem with your CPA to optimize your unique strategy. Together, they understand how all the pieces of your financial puzzle fit together.
Our Wealth Management team employs the following eight-point framework:
- Cash Flow & Debt Management
- Distribution & Retirement Planning
- Investment Planning
- Insurance Planning
- Education Planning
- Legacy/Estate Planning
- Business Planning
At HeimLantz, we work towards a simple but profound goal: making lives better. We are dedicated to serving our clients, serving our teammates, and serving our community. As a part of our mission to make lives better, we adhere to the following core values:
- Collaborate for best results.
- Create strong relationships based upon mutual honesty and integrity.
- Own your actions—take personal responsibility.
- Innovate to differentiate.
- Get it done!
- Desire to be better.
- Remember that happy and caring people make us better.
We are eager to partner with you in pursuit of your business and personal goals. Our professionals are so much more than just accountants—we are loyal advisors. We are excellent at what we do, and we love doing it!