HeimBanzhaf

About Us

We are financial advisors who are committed to understanding what’s important to you. Our team takes a holistic approach to financial planning and delivers strategies and guidance tailored to meet the individual needs of your family or small business.

A look into our practice

When you work with us, you’ll get all the perks of working with a small but mighty practice that has access to all the resources and strength of Principal^®, a member of the FORTUNE 500^®. Together, we’ll sit down and create a plan to help achieve your financial goals and dreams. No matter where you’re at with your financial plan, we’re here to help.

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Who we are:

A team of financial advisors committed to understanding what’s important to you. We'll tailor financial strategies to fit your individual needs and goals.

How we help:

From business owners to families and individuals, we’ll work with you to formulate a plan based on your lifetime financial goals.

Let’s connect:

Whether you’re just getting started or you’ve been working toward your goals for years, we’re here to help.

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What We Do

Financial Planning

As a financial planning client, we’ll work with you to identify and prioritize your short-term and long-term financial goals. We’ll offer guidance and strategies specific to your situation.

Retirement Planning

We’ll help you determine how much you need to save to retire comfortably. We’ll work with you to help maximize your employer-sponsored plans and utilize other retirement vehicles, too.

Risk Management

We’ll review existing insurance policies and recommend changes when appropriate. We’re committed to finding the most suitable policy for your situation.

Education Funding

If paying for your child’s education is a financial goal; we’ll help with recommending investment and accumulation strategies.

Investment Planning

We’ll help recommend appropriate investment vehicles, asset allocation needs and risk tolerance to help you reach your goals.

Group and Executive Benefits

We work with business owners and organizations to attract and retain employees and members through retirement savings programs.

Our Team

Individuals & Families

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 both hold the CERTIFIED FINANCIAL PLANNER® credential and have experience working with a diverse client population, including households with special needs children.

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Business Owners

Take control of your business with a 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

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Medical Professionals

As the spouses of physicians, Jon and Matt know first-hand the financial challenges residents and physicians can face. We have developed a strong knowledge of the type of advice, strategic planning and services that are needed to help set you up for a confident 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
Investing
Retirement planning

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Group & Executive Benefits

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)

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Your needs are diverse and there’s no “one size fits all” plan. Whether you’re an individual, a family, or a small business owner, our top priority is to provide you with financial strategies that meet your specific needs.

We focus on long-term and goal-based financial planning. We’re here to keep things simple for you and believe in setting goals and actively managing portfolios.