Financial Life Planning

No matter if you are 35 or 65, every person, regardless of financial status, should start planning now for their financial future. 

Such planning usually involves engaging with many different businesses and specialists. We have seen our clients bounce from Honkamp 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 went through to plan their financial future, Honkamp 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 and Medicare review
  • Risk management and insurance, including life, long-term care, disability and more
  • Asset and investment review
  • Financial planning, including a real-life scenario demonstration
  • Retirement plans, IRAs and annuities
  • Estate planning
  • Cash flow and 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 want We also consult with children of current retirees. 

Check out our blog for insights on financial life planning from our experts.

Guidance, Planning, Strategy Program (GPS)

Through our strategic wealth management affiliate, Avantax Planning PartnersSM, Honkamp offers clients the opportunity to assess your current financial situation as well as project what it could look like in the future through the 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 do so and what your cash flow would be like at retirement.

View our short video below for details and contact your Honkamp 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, 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.