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As a Financial Advisor, I utilize both established & innovative strategies that correspond to the Risk Management and Wealth Management aspects of financial planning. Your life isn't like anyone else's, so why should your financial plan be? I base your plan on your priorities, and if your priorities shift, we work with you to shift the strategies in your plan. PLANNING PHILOSOPHY: - Financial planning is a collaborative process, not an isolated event. - Earning your trust and building a lasting relationship is the foundation of my planning process. - Clients are best served by guidance based solely on their best interest. - Each client deserves a plan that integrated all the facets of their financial picture. - Solutions to complex issues should be simple, actionable and designed with the end in mind. PLANNING PROCESS: 1. Clarify your Vision, Values and Goals. Collaboratively, we will discover clarity around what and who are most important to you. 2. Design creative solutions. Using my knowledge, experience, tools and resources, I will architect a financial plan that aligns with your vision. 3. Implement your strategic plan. I will help you drive progress and results in all areas of your financial life. 4. Review, Refine and Update your plan. Now that you are living with confidence and clarity, I will partner with you to update and improve your plan each year. AREAS OF EXPERTISE: • Financial Planning: When you plan with me, you will have an experienced advisor building a personalized financial plan addressing different aspects of financial planning. • Investment Solutions: My long-term approach to investing and wide range of options can help meet your unique financial needs – giving you the edge you and your family need to enjoy your wealth today, and for generations to come. • Wealth Management: Personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals, and align your comfort with market risks along the way. • Life insurance planning: While providing the protection you need, our solutions play a key part in your financial plan, giving more financial flexibility throughout your life. • Disability Income Planning: Help protect your earning power and keep your goals on track if any unexpected injury or illness prevents you from working. • Long-term care Planning: Having a long-term care plan will give you (or a loved one) choice and control over where and how to receive care should it be needed. • Business Succession Planning: Make sure the business that you’ve worked hard building will continue to move forward once you’ve decided to step back. • Charitable Giving: More than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies.
I love knowing that I am making a difference in the world by helping individuals better themselves financially. Financial Planning is a sensitive subject, but being able to educate those that are willing to help themselves is such a fulfilling feeling.
My passion for being a servant by educating & helping individuals put themselves in better financial positions is what pushed me to start this line of work. Being able to assist them with protecting themselves and their loved ones now and for generations to come.
As a Financial Advisor, I utilize both established & innovative strategies that correspond to the Risk Management and Wealth Management aspects of financial planning.
Your life isn't like anyone else's, so why should your financial plan be? I base your plan on your priorities, and if your priorities shift, we work with you to shift the strategies in your plan.
Yes, I am able to work nationwide with individuals online or remotely. If individuals are not local to me, we will typically coordinate meetings over Zoom for us to discuss their financial planning.
I make sure that my clients understand that we are able to meet in person (if they are local to me) or we can meet online/remotely via Zoom. They understand that they have options and can decide on which one they are more comfortable with.
4.84/5.00
based on 101,122 reviews
Sam Heitzer is professional and is truly working with us on our Alaska guide service as we kick off the 2024 Hunting and Fishing season.
15 May 2024
Great meeting experience. Very straight forward and helpful
15 May 2024
Kiea is so awesome! I HIGHLY recommend anyone who’s looking to maximize their tax returns to go to her. She helped me get the biggest tax refund I’ve ever gotten and she was very professional. Great job and see you next tax year!
13 Apr 2024
