HCM is a team of dedicated, friendly people who provide comprehensive retirement planning advice to help our clients enjoy happy and financially successful lives. Mike Hengehold is Founder and CEO of HCM Wealth Advisors, a Registered Investment Advisory Firm with the single goal of helping its clients reach financial independence.
Mike holds the Personal Financial Planning Specialist designation from the American Institute of Certified Public Accountants and has more than 30 years of investment, tax and financial planning experience. He holds a Master's Degree in Taxation from DePaul University and a Bachelor's Degree in Accounting from Thomas More College.
Mike holds the Personal Financial Planning Specialist designation from the American Institute of Certified Public Accountants and has more than 30 years of investment, tax and financial planning experience. He holds a Master's Degree in Taxation from DePaul University and a Bachelor's Degree in Accounting from Thomas More College.
Services
Everyone needs a starting point, and that's certainly true when it comes to wealth management. If you've been saving and you're unsure of what to do next, you've found the right place. If you're concerned that you may not have been saving enough and you're unsure of what to do next, you've found the right place.
Getting ready to retire is a wonderful thing. After working hard and saving for decades, you're finally about to embark on the journey of a lifetime. But retiring is not without its considerations. Transitioning to living off of savings can be tough getting used to, with many people fearing running out of money in retirement, with many retirees worried about outliving their savings.
The HCM portfolio planning and implementation process results in a customized portfolio to support your family's wealth plan. First, your portfolio's overall risk exposure will be based on both your unique risk tolerance and capacity to determine the appropriate allocation of growth, income, and defensive assets.
Proactive tax planning is an essential activity that weaves itself through the entire body of effective wealth planning for both individuals and small businesses. Our team of CPAs reviews your recent tax returns to help plan for future savings. We will also prepare your individual tax returns, if you like.
As a multi-generational financial and retirement planning firm located in Cincinnati Ohio, HCM Wealth Advisors has helped many P&G families transition into retirement or transition to another career with a P&G separation package by designing intelligent retirement plans. Learn how we can help you and your family create a roadmap for financial independence in your retirement years.
