Life Transition Services
Retirement planning doesn’t stop once you leave the workplace. Ensuring you can meet your goals and plan for your family takes consistent and diligent maintenance. Honkamp can help you stay on task so that your retirement plan carries you forward long term.
With life transition services from Honkamp, you receive:
- Cash flow analysis, lifetime planning and retirement affordability
- Social Security/Medicare planning
- Long-term-care consulting
- Life insurance reviews
- TaxGap analysis
- Tax return preparation and 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, 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.