Retirement planning doesn’t stop once you’ve left the workplace. Ensuring you can meet your goals and plan for yours and your family’s takes consistent and diligent maintenance. The professionals at Honkamp Krueger can help you stay on task so that your retirement plan carries you forward long-term.
With life transition services from Honkamp Krueger, you receive:
- Cash flow analysis, lifetime planning, retirement affordability
- Social Security/Medicare planning
- Long-term care consulting
- Life insurance reviews
- TaxGap analysis
- Tax return preparation & planning
- Personal financial statements – Periodic net worth/balance sheet
- Bill pay
- Trust/estate planning
- End of life planning
You can rest assured your needs are taken care of by professionals you know and trust.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. 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.. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.