Steven Hein, Esq. J.D., M.B.A., C.P.A., L.L.M.

 

 HEIN WEALTH & TAX SOLUTIONS LLC 
A truly paramount financial planning approach 

 

 A COMPREHENSIVE, INTEGRATED, MULTI-DISCIPLINARY PLANNING APPROACH IS WHAT YOU CAN EXPECT WITH

 

YOUR BEST INTERESTS ARE OUR FIRST PRIORITY
Opening your personal and business finances to someone is a matter of real trust. We are 100% committed to putting your best interests first. You can be assured that we will work for you in the same manner we would work for ourselves and our families. The actions we take are meant to help you reach your goals. Every recommendation will be integrated into a comprehensive financial and estate plan.

A COMPREHENSIVE PLANNING APPROACH
Our approach considers your financial planning needs while incorporating an analysis of your wealth transfer and wealth preservation goals. We will acquire a lot of information from you in order to fully understand your current financial situation. We help you define your future goals, and understand your risk tolerance. This will enable us to truly understand who you are as an individual and a business person. Once our questions are answered we can develop a strategy that takes into consideration your immediate needs, short, mid-term and long -range goals.

TAILOR-MADE PLANNING
Every plan is specifically tailored to each client's unique set of circumstances and requirements. Our paramount goal is to help ensure that your unique needs and goals are achieved.

MULTI-DISCIPLINARY KNOWLEDGE AND EXPERIENCE
We bring a wealth of personal and business experience to the planning process. We offer a truly paramount approach with experience in tax, legal, business, and accounting to consider all aspects of your overall financial plan. Your comprehensive plan will consider asset protection*, estate, tax planning, and business considerations in developing your plan. We have taken the time to become specialists in various area and we are continually educating ourselves.

EXCEPTIONAL SERVICE
Every member of our staff is client oriented and treats our clients as part of our Hein Wealth "family". Our goal is to exceed your expectations so you will encourage your family and friends to join our unique "family".

 

 

 

 

*Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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