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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

College Funding

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

More Newsletters →