The team at Heacock & Jones is made up of a dedicated group of employees and independent contractors focused on providing exceptional customer service. Education: Paul graduated from Loras College in Dubuque, Iowa in 1986 with a major in Finance and a minor in Accounting. Experience: Paul was the Vice President and Investment Officer of the Trust Department at Dubuque Bank and Trust Company for nine years.
He also co-managed the bond portfolios for three banks in the holding company. In 1996, Paul established Honkamp Krueger Financial Services, Inc., a regional Registered Investment Advisory Firm, which is associated with a Certified Public Accounting Firm. In his role as the President and Chief Investment Officer, he consulted for CPA firms throughout the Midwest region to provide financial services to their accounting clientele.
He also co-managed the bond portfolios for three banks in the holding company. In 1996, Paul established Honkamp Krueger Financial Services, Inc., a regional Registered Investment Advisory Firm, which is associated with a Certified Public Accounting Firm. In his role as the President and Chief Investment Officer, he consulted for CPA firms throughout the Midwest region to provide financial services to their accounting clientele.
Services
Heacock & Jones shall have discretion on investing client assets.
Additionally, Heacock & Jones offers advice on a variety of investment vehicles; including Stocks, both exchange listed and securities traded over the counter; Warrants; Corporate debt securities; Certificates of Deposit; Municipal Securities; Mutual Funds; United States Government securities; Options contracts on stocks; Interests in partnerships investing in real estate or Oil & Gas Partnerships; or any other products that are appropriate for a client based on their individual needs and/or goals.
Additionally, Heacock & Jones offers advice on a variety of investment vehicles; including Stocks, both exchange listed and securities traded over the counter; Warrants; Corporate debt securities; Certificates of Deposit; Municipal Securities; Mutual Funds; United States Government securities; Options contracts on stocks; Interests in partnerships investing in real estate or Oil & Gas Partnerships; or any other products that are appropriate for a client based on their individual needs and/or goals.
Heacock and Jones Financial Services has a process to help clients meet their financial needs and receive outstanding service. The relationship starts with exploring the client's financial and income tax status along with their financial and retirement goals.
From the information gathered during the discovery session an Investment Policy Statement is created, which defines the client's objectives; constraints; tax, legal and unique considerations.When the financial goals have been established a plan will be designed that will help achieve those financial goals.
From the information gathered during the discovery session an Investment Policy Statement is created, which defines the client's objectives; constraints; tax, legal and unique considerations.When the financial goals have been established a plan will be designed that will help achieve those financial goals.
Client's assets are held at an outside custodian, typically Charles Schwab & Co. An Independent custodian provides client's peace of mind knowing the client has a "Third Party" safekeeping their assets. Clients have direct access to the information in their Charles Schwab account either online or through their smart phone.
Estate planning is creating a plan to transfer assets, property and businesses from one generation to the next, within generations, succession and contingency planning. Estate planning minimizes the fear of what will happen to a client's estate after death. Estate Planning may also eliminate the costly and time consuming probate process.
Reviews
Be the first to review Heacock & Jones Financial Service.
Write a Review