Wealth Management

Wealth Management Services

Managing, Building and Preserving Your Wealth

Wealth Management does not have to be complicated. Whether you are seeking to build, preserve or save for retirement, is up to YOU. Michael Hinze CPA PC offers certified accounting services that compliment your wealth goals. You may not be able to predict the future but you can set yourself up for success financially. The first step is to write down your goals and then place a plan together so you can live your ideal lifestyle.

We leverage our unique perspective gained by handling both client business and personal financial positions to provide trusted, objective wealth management consultation. We view our role as leading interference to our clients navigating the complex world of wealth management. All of it intertwined directly into our tax and accounting program.

Services include:

  • Personal Financial Statements
  • Retirement Plans
  • College Savings
  • Budgeting and cash flow
  • Asset allocation analysis
  • Money management
  • Wealth Building Strategies

Contact us today if you are ready to take control of your financial future!