About Us
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.
A look into our practice
Who we are:
A team of experienced advisors committed to understanding what’s important to you.
We'll tailor financial strategies to fit your unique 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.
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 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 best 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 the appropriate investment vehicles, asset allocation needs and risk tolerance so that you can 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 are both hold the CERTIFIED FINANCIAL PLANNER credential and have extensive experience working with a diverse client population, including households with special needs children.
Business Owners
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
Medical Professionals
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
- Investing
- Retirement planning
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)
Resources
MONTHLY ECONOMIC OUTLOOK
Updated each month, the latest economic outlook from Principal®.
CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
GLOSSARY
Financial terms from A to Z.
NEWSLETTERS
Timely newsletters to help you stay current.
Our Office Locations
Matt: 515.246.4080
Fax: 866.469.9394
Fax: 712.792.1946