Wealth Management & Planning
Typically, to address one’s financial management needs, that person needs to work with a CPA, financial planner, insurance agent, broker, etc. from different companies. Honkamp saw the strain this put on people’s financial and wealth management goals, so we developed a complete menu of financial management solutions along with our strategic wealth management affiliate to serve as a one-stop shop for our clients.
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Asset Management & Brokerage
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Managing your personal or corporate wealth in today’s economy is not easy. Many face the challenge of how to achieve their financial goals. Our professionals can provide you with a well-organized, comprehensive plan enabling you to meet your short- and long-term financial objectives.
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Estate Planning
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Honkamp can help you discover the value of your estate and put in place a plan that will suit your needs and desires for the future. We will help you protect your hard-earned assets through proper management to control your estate’s destiny.
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Financial Planning
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Honkamp can help you manage your personal or corporate wealth by developing sound financial plans that outline obtainable goals. By partnering with our wealth management affiliate, Avantax Planning Partners SM, our professionals provide you with a comprehensive plan enabling you to meet your short- and long-term financial objectives.
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Financial Life Planning
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Honkamp takes an in-depth look at your total financial picture to help you answer such questions as when to retire and if you have enough funds to do so. Our knowledgeable professionals help you take the next step that is right for you.
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Retirement Plans
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Our retirement planning affiliate can provide you with guidance and information to help you stay on track for meeting your goals.
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Life Transition Services
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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, you receive the guidance you need to enjoy the next phase of life.
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