Brokerage

We make recommendations for your needs that are suitable at that time.

We will help provide the solutions for your family and earn a commission from the companies utilized in your planning. 

Investment Advisory

We take on a fiduciary role for your investable assets for risk analysis, allocation, tax efficiency, and long-term planning guidance. 

We have partnerships with our home office CFA's as well as our external resources to manage our client's portfolios. 

We are paid via a tiered Management Fee based upon overall household value. Family Billing solutions available for multiple generations. 

Fee Based Planning

We are available for custom planning advice and analysis, a fee would be paid to our firm based upon complexity of plan. 

If you decide you like the professional guidance received, we can agree to implement the recommended solutions and onboard to Heintz Financial. 

I Already Have an Advisor

Many of the families and business owners we meet with already have a relationship that they rely on for investment management or advice. Our unique approach and expertise may provide additional insights or access to solutions that can be valuable to your financial security. 

We offer a Fee Based service to review your current financial plan. One of two things will happen. You will learn you have an excellent plan and can be confident in your team. You will find areas to improve to share with your current planner or engage with our team.