Mike Henzes, MBA, CFP®, EA

Welcome and thank you for visiting.

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?

We serve as your experienced partner to answer these and many other questions related to your investments, taxes, and goals. We create a confidential judgement-free environment to discuss those things you’re not comfortable discussing with friends or family. We help you understand what options are available to you and, most importantly, help you take action toward living the life you imagine.


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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