Beginning in 1991 as strictly a life insurance agency founded by Steve Heinekamp, Heinekamp Financial Planning & Tax Service has developed over the years into a multi-faceted one-stop destination for virtually all of an individual's financial planning needs.
Heinekamp Financial Planning & Tax Service offers a full range of financial planning and tax services including investment planning, tax planning and preparation, retirement planning, insurance planning, and estate planning.Additionally, we offer small businesses a full slate of tax and retirement services.
Heinekamp Financial Planning & Tax Service offers a full range of financial planning and tax services including investment planning, tax planning and preparation, retirement planning, insurance planning, and estate planning.Additionally, we offer small businesses a full slate of tax and retirement services.
Services
If you're looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Steve was born in Indianapolis, and grew up in nearby Speedway, graduating from Speedway High School in 1980, and qualifying for an academic scholarship to Indiana State University. After four years at Indiana State, he graduated with a Bachelor's degree in Social Studies Education, earning the Alan C. Rankin Distinguished Senior award in 1984.
As a general rule, our compensation comes in three forms: commissions earned on the sale of the investment or insurance products necessary to implement your financial plan, hourly charges for financial and estate planning services, or fees for tax preparation services. We work on a "fee offset" model for financial and estate planning services.
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