Wealth Management
Managing your money is about more than staying in a budget or hitting a savings goal. We can help you better manage your wealth so that it actively works for you, helping your to grow your assets year after year. Additionally, our comprehensive estate planning services helps to ensure that your legacy is preserved and your wishes are honored.
Retirement Planning
Winkler Hiznay & Associates specializes in helping individuals and businesses build and implement effective plans to reach retirement goals. We’ll discuss what retirement looks like for you and create a personalized plan that fits your vision. Additionally, we offer 401(k) and other retirement plans for companies of all sizes, ensuring your business and its employees are set up for a secure financial future.
Life Insurance
No financial plan is complete without a backup plan—and that’s often life insurance. Our insurance professionals can help you to find a life insurance plan that will provide for your loved ones should you pass away.
College Savings
Every parent worries for their child’s future, but we can help you worry a little less with a college savings plan. We’ll help you set up an account and a funding plan so you can rest easier, knowing their future is on track.
Annuities
Looking for a reliable income stream during retirement? Annuities can provide a steady flow of income to help secure your financial future. Our team will guide you in selecting the right annuity options that align with your retirement goals, offering peace of mind and financial stability.
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Who We Serve
Helping Individuals, Families, and Businesses Reach Their Goals
Winkler Hiznay & Associates is dedicated to working with people from all walks of life, including individuals, families, and businesses with diverse financial needs. Our goal is to help good people make smarter financial decisions and achieve their long-term objectives. Whether you're navigating personal financial planning or seeking retirement plans and 401(k) solutions for your company, our team is here to support you on your journey.
Who We Are
Here to Help for 35 Years and Counting
We create strategies that are tailored to your needs and goals.
Our History
Winkler Hiznay & Associates was founded over three decades ago, with the goal of helping good people live a better life. We’ve continued to uphold that legacy, making it the guiding principle behind every service we offer. We’re a firm you can trust, because we only ever have one goal in mind: putting your best interests first.
Frequently Asked Questions
Have questions about our process or services? Not sure what to expect from a financial planning meeting? Check out our FAQs to get the answers you’re looking for.