Jon Heim and Matt Banzhaf are experienced advisors who are committed to understanding what’s important to you. The Heim/Banzhaf team takes a holistic approach to financial planning and delivers strategies and guidance tailored to meet the unique needs of your family or small business.
What We Do
Group and Executive Benefits
We work with business owners and organizations to attract and retain employees and members through retirement savings programs.
Your life’s goals and dreams are your own, but the path to achieving them may need clarity. Because the planning process is customized to each individual or family, the scope and focus of the financial plan is uniquely yours. And as your life changes, so will your plan.
Jon and Matt are both hold the CERTIFIED FINANCIAL PLANNER credential and have extensive experience working with a diverse client population, including households with special needs children.
Take control of your business with a proper financial plan for your business. When you work with our team on a plan, you can spend more time doing what you do best – moving your practice forward.
We can help with:
- Succession Planning
- Buy sell agreement funding
- Disability planning
- Informal business valuation
- Loan protection
As the spouses of physicians, Jon and Matt know first-hand the unique financial challenges residents and physicians face. We have developed a strong knowledge of the type of advice, strategic planning and services that are needed to set you up for a strong financial future.
We currently help physicians and residents located across several states. Specifically, we can help with:
- Student loan repayment
- Home financing
- Contract review and benefit analysis
- Cash flow and budgeting
- Disability income protection
- Retirement planning
We can help small to mid-sized employers find comprehensive and cost-effective retirement savings programs to attract and retain quality employees.
We can help with:
- 401(k) plans
- Simple IRA plans
- Multiple Employer Aggregate Plans (MEAP)