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Financial Life Planning

Honkamp Krueger takes an in-depth look at your total financial picture to help you answer such questions as when to retire and if you have enough funds to retire. Our knowledgeable professionals help you take the next step that is right for you.

HOW CAN WE HELP?

Financial Life Planning

At Honkamp Krueger we field thousands of questions each year from our clients regarding finances and retirement. How much money will I need for my retirement? What is my cash flow going to look like when I retire? When should I start planning for retirement? Although there is not a generic answer for the first two questions, the answer to the last one is “now.” No matter if you are 35 or 65, every person, regardless of financial status, should start planning now for their financial future.

Planning for your financial life usually involves engaging with many different businesses and specialists. We have seen our clients bounce from HK for tax planning, to an insurance company (or two), to an attorney, to a stock broker, to the Social Security Administration and more. No wonder people avoid retirement planning! After seeing the pain our clients go through to plan their financial future, HK has organized all of these services into one area, financial life planning services.

One-stop planning services

Under our umbrella of financial life planning services, we can consult with you on the areas of:

  • Social Security
  • Health insurance & Medicare review
  • Risk management & insurance including life, long-term care, disability and more
  • Asset & investment review
  • Financial planning including a real-life scenario demo
  • Retirement plans, IRAs & annuities
  • Estate planning
  • Cash flow & income planning
  • Business valuations
  • College financing for your dependent
Start planning now

It is never too early to start planning your financial future and retirement. We welcome all ages and encourage you to involve as many family members as you feel comfortable. We also consult with children of current retirees.

Visit our blog for insights on financial life planning from our experts.

Guidance | Planning | Strategy (GPS)

Through our strategic wealth management affiliate,  Avantax Planning PartnersSM, HK offers clients the opportunity to assess your current financial situation as well as project what it could look like in the future through their GPS program. This is a powerful tool to see your financial life visually through images, charts, and graphs, helping you answer questions about when you may be able to retire, if you will have enough money to retire, and what your cash flow would be like at retirement.

View our short video below for details and contact your HK account manager to schedule an appointment with a financial advisor.

 

 

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Honkamp Krueger & Co., P.C. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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