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Life Transition Services

How can you be sure your retirement plan will hold up for the long term? How do you manage your monthly and annual obligations while still staying on track? With life transition services from Honkamp Krueger, you receive the guidance you need to enjoy the next phase of life.

HOW CAN WE HELP?

Life Transition Services

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 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.. 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.

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