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 Partners^SM. Commission-based securities products are offered through Avantax Investment Services^SM, 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.