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.

Now having grown from a sole individual planner to three full-time financial principals, our goal and commitment is to provide one-on-one, personalized service to all of our clients and to offer pathways to peace of mind for a lifetime of financial needs.

Secure Client Portal Login

Where’s My Refund

Sign up for our Tax Newsletter