Financial Planning for What Matters Most
Your time is precious. That’s why we help empower you to create, implement, and monitor your financial plan in a way that instills confidence in every decision.
Hinkson Wealth Management, LLC | Advisors | Michigan
See What We’re About
Your Time. Your Decisions.
We know you want to be smart with your money—first, you need a plan. Unfortunately, financial planning can be confusing, overwhelming, and time consuming. There are mountains of investment alternatives, insurance options, and tax rules to sort through. At Hinkson Wealth Management, we leverage our decades of experience to simplify financial complexities to help you free up your time.
Guiding You Through It
We understand what you face and make your finances fit with your goals.
Everyone deserves to feel confident in their financial future. We believe you shouldn't have to spend your time going to dinner seminars, reading investment blogs, and studying the tax code to achieve your goals. With more than 30 years of experience, we are here to help you navigate financial hurdles. We use a 3-step process to filter out the noise, simplify complex decisions, and handle the details behind the scenes, so you can focus on what's important.
Saving You More Than Just Time
Our goal is to add value not only by saving you time but by making sure you are investing in the right ways. The planning process involves minimizing taxation for you and your heirs. Our process helps ensure you are in the right investments in the right accounts, including accounts that might only be available at work. We often find that a simple shift in one account can save clients thousands of dollars in taxation over their lifetime.
Wealth Management to Bring Clarity
Our clients are the most important aspect of what we do. While most of our clients have $1 million or more of portfolio assets, we also enjoy working with those with a “future millionaire mindset”. While we can’t accept every client, we always try to be of service. Rely on our experienced, proactive, advisors to help you create a complete, custom financial plan. You will get the respect, attention, and exceptional service you need to pursue your financial goals.
Retirement Accounts
Plan for tomorrow today with everything from IRAs, Traditional 401(k)s, personal savings and more.
Investments
Let’s create a portfolio with investments and assets that suit your personal goals, interests and risk tolerance.
Estate & Taxes
We’ll help you learn to minimize taxation as well as plan to pass down your legacy and wealth.
A Clear Financial Path That Empowers
Instilling you with confidence at each step, so every moment is yours to take.
We know our clients well—some for decades—so we know your time is precious and limited. That’s why we act as your advisors, advocates, and educators to help empower and instill you with confidence. We take a comprehensive approach to wealth management making sure to leave no stone unturned in developing your financial roadmap. The core of what we do is predicated on true partnerships and we take great pride in building lasting relationships with our clients.
