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Our Services

Life Plan Map

This is a comprehensive approach in providing advice to enable you to turn your goals and dreams into reality.  We try to be proactive in anticipating life transitions and we develop specific recommendations in each area. Financial planning is a process and not an event. We partner with our clients to help them turn their dreams into reality.

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Strategic Investment Management

We utilize sophisticated tools to determine the risk, overlap, diversification* and performance of your portfolio. Let us assess your portfolio’s effectiveness given your unique goals, objectives, risk tolerance and timeframe.

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Cash Flow Analysis

Cash flow analysis is a method of checking your financial health. Our analysis will determine the cycle of cash inflows and outflows and identify potential opportunities. for enhancing your income, saving more, and long term implications of not saving enough money.

Retirement Planning

The strategies used to accumulate wealth are vastly different from those used to distribute wealth. For retirees or soon-to-be retirees, we evaluate multiple scenarios including decisions such as when to take social security or whether to take a pension or how to minimize taxes in retirement. You’ve worked hard to accumulate a nest egg, now let us help you provide an income that can last the rest of your life.

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Risk Management

Goals are reached not only by accumulating wealth but by insuring their completion even if things don’t go as planned. Managing risk involves a good defensive plan’ Our risk management evaluation helps in the identification, assessment, and prioritization of risk, and is followed by the analysis of whether to assume the risk or transfer the risk to another party and how to structure assets to better protect from such risks.

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Insurance Services

We offer an array of insurance options that can be catered to fit your unique financial plan. Our experienced financial services professionals can help provide you with the necessary knowledge and tools.

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Estate Planning

Our estate planning provides a full review of your current estate documents to ensure that they provide for the proper administration, distribution, and management of your estate in the most tax-efficient manner

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Business Planning

You have worked hard to grow your business, but are you confident that it will continue to prosper once you are absent from its day-to-day operations? Our business continuity planning services aim to enhance your enterprise’s sustainability and potential for long-term success.

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Your Personal Financial Website  

Hein Wealth & Tax Solutions LLC can set up your own personal website which allows you to see everything you own in one private and secure location, where all of your financial data is consolidated into one clear picture for you.

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Tax Planning

We explore numerous tax planning ideas, structures and strategies looking at taxes in the long and short term and keep you abreast of changes in the law.

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Education Planning

We provide strategies for funding education for yourself, your children and grandchildren.

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Divorce Planning

We provide planning for people contemplating and going through divorce.

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Elder Care Planning

Explore with clients planning for costs of home heath care, assisted living and nursing home.

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*Diversification does not protect against loss of principal.

There are no assurances or guarantees that the strategies, plans, products discussed would result in investment success or guarantees. You can lose principal.