Mike Henzes, MBA, CFP®, EA
If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years, you’ve come to the right place!!!
Our mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE.
Working with Open Wealth Network provides exclusive access to your own CFP® Professional and Fiduciary who can help you answer some of the following important questions:
- • Are we on track to reach our goals?
- • Is there something we could be doing better?
- • How can we reduce our taxes?
- • Can we afford to retire?
- • Should we do this?
Services
Financial Planning Services
Investment Management
We help you understand, create and implement investment portfolios to help you reach your short and long-term goals.
Tax & Stock Based Compensation Planning
It’s not about what you earn; it’s about what you get to keep that matters. Let us show you how to put more after-tax dollars in your pocket.
Insurance & Risk Planning
The unexpected will happen; we’ll help you purchase the insurance coverages you need and avoid being “sold” what you don’t.
Estate & Legacy Planning
What do you want for those most important to you? Let us help you develop a plan to responsibly and tax efficiently transfer your wealth.
Employee Benefit Planning
Which plan should you choose? What selections should you choose during open enrollment? How does this affect your family?
Social Security Timing & Retirement Income Planning
Should I draw early or wait? Should I roll over my lump sum or take a monthly distribution? How does this affect my spouse if I’m gone?
Student Loans & Education Planning
College will be one of your single largest expenses. We provide early and late-stage college funding and loan repayment strategies.
Healthcare & Medicare Planning
PPO, HMO, FSA, HSA, Medicare A, B, C, D. . . Let us help you make sense of it all.
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