Financial Planning

Whether you are planning for your family or your business, our experienced financial planning staff will work in cooperation with other professionals in the legal, banking, insurance and investment community to provide the most effective plan. With a plan in place, we will actively aid in the coordination and implementation of the plan’s action steps. Periodic reviews are conducted to update and revise the plan in response to changing conditions.

Trust our professionals to provide you with a well-organized, comprehensive plan enabling you to meet your short- and long-term financial objectives.

Areas of specialty:

  • Asset management
  • Retirement planning
  • Estate planning
  • Risk management
  • Business succession
  • Social Security consulting
  • Financial life planning
  • College planning

Guidance, Planning, Strategy Program (GPS):

Through our strategic wealth management affiliate,  Avantax, 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 retire 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 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. 3335576.1 12.2020