Heiko Wealth Management

Sissy Goff, a renowned author and mental health counselor, applies this quote to her therapy practice. We think it also pertains to your financial health.

❓ What are your core beliefs about money and where did they come from?

❓ What actions have you taken because of those beliefs?

❓ How can you move yourself and your loved ones forward in a healthy direction?

✔️ Meeting with our team at Heiko Wealth Management seems like a great start.

Northwestern Mutual’s latest survey shows just one in four Americans expect to leave an inheritance. But there’s more than one way to leave a legacy.

Ways to Leave a Financial Legacy You can’t take it with you. But you can make a plan for passing along what happens to what you’ve earned—and learned—after you’re gone.

Get insights to elevate your small business. 📈

Own your financial future | What your small business could be missing - Rolling Out We’re aiming high and carving out new paths to financial prosperity. This could mean finding another way to make money because working a day job still leaves

One of our most sought after products. Call today and schedule a meeting to learn more.

Ever wondered if you’re missing out on something financially? Read this article to discover some of the most common blind spots, and then let’s connect and start turning yours into opportunities.

6 Things That Should Be Part of Your Financial Plan Did you know 87 percent of Americans say they have financial blind spots? Here are six.

If you asked me about working together on your financial plan, I'd say it's the responsible thing to do.

But if you asked me on a deeper level, I'd say you've decided to provide for your family, care for them in a crisis, and allow them to continue dreaming and living regardless of life's circumstances.

At our office:

-Sending an email in record time ⏱️
-Reserving a conference room 🗒️
-Packing lunch every day 🥑
-Remembering ALL the passwords ⌨️
-Drinking water between meetings 💦

Did we mention helping our clients change the lives of themselves and their families for generations? 🏅

Try these ideas to help you avoid overspending.

6 Tips to Help You Save on Back-to-School Shopping  Take stock of what you (and your community) already have on hand. You might find your list has shortened significantly before you hit the stores.

When attending a work conference, spending time with people you care about and who help you grow is really special. Bonus if you can laugh, celebrate, and enjoy some sunshine together!

Today's quote is from the great Olympian, Mother, Advocate, and Business Owner, Allyson Felix.

Between learning sessions in Milwaukee, our team spent time together at the Kick-Off Party, the annual Roots and Wings walk/run, and the Summer Social. These people are the heart and soul of Heiko Wealth Management, and we could not be more grateful for them.

Cash value is a unique financial asset that can help you add flexibility to your broader financial plan. I’m happy to help you learn more about how it works.

What Is the Cash Value of Permanent Life Insurance? Cash value life insurance provides more than just a death benefit. See how this insurance works and how it can help benefit your financial plan.

Got to spend some high quality time with my business coach over the weekend - sometimes other people can see you more clearly than yourself. -Brandon

We just heard from our CEO, John Schlifske and his beautiful family at his last annual meeting before his retirement.

“The humility, teamwork, and focus on the policy owners has never dissipated and what I’m most proud of.”

Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.

Your Midyear Financial Checkup This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.

Attention business owners: Do you know what the Connelly decision could mean for your business? I'm here to help guide you through this change.

Northwestern Mutual’s latest survey shows that Americans who work with a financial advisor have twice as much saved in their retirement plans.

Is a 401(k) a Retirement Plan? A 401(k) is important, but it’s just one piece of your retirement puzzle. Working with a financial advisor can help you complete the big picture.

Let’s talk about the 4% rule—a guideline that suggests withdrawing 4 percent of your retirement savings in the first year and adjusting for inflation after that. But these rules aren’t “one size fits all.” At Heiko Wealth Management we will work together on a personalized plan built just for you.

What Is the 4 Percent Rule? The 4 percent rule is a guideline that retirees can use to estimate how much money to withdraw each year. See how it works and its drawbacks.

Would you add anything else?!

Happy 4th to all of our clients! We hope you enjoy precious time with family and friends! 🎆

Des Moines was really showing off last weekend. We had dinner at the new Oak Park restaurant, and saw Mat Kearney at the beautiful Hoyt Sherman Place. We love our city!

It was an added bonus running into our friend and fellow advisor, Kirk Wherritt!