Financial Planning

You’ve tried to do all the right things, but still have lots of questions. When can I retire? When should I claim Social Security benefits? Can I have the retirement I’ve been dreaming about? We’ve got you covered and can provide a custom-tailored plan designed for you and your particular circumstances. Using state-of-the-art financial planning software, we can explore different scenarios and provide probabilities of success for each, helping us create a strategic roadmap that makes sense and checks your most important boxes.

A second home? Extensive travel? A wine budget? If you can dream it, we can plan for it! Let us guide you through a deep dive into your needs and wants. Along the way, we’ll identify the savings you’ve accumulated and the income you’ll receive during retirement. Together, we’ll map it all out so we can uncover your non-negotiables and the things you might be willing to adjust to make the pieces fit.

We make it a fun and informative process—one that helps you sleep easier at night, knowing the big decisions are in place.

Personalized Paths to Retirement

Having a plan in place makes all the difference! At Huiskamp Collins Investments, LLC, we spend time asking all the questions about how YOU want your retirement to look. A second home, travel, funding college for grandchildren, a daily round of golf, we know the questions to ask and have the expertise and tools to help you ensure your dreams happen.

Navigating Divorce with Confidence

You’re embarking on a new phase of your life, and you have questions. We have answers in a warm and safe setting where you will be seen and heard and there are no dumb questions. Heidi can help you establish a financial plan that reflects your new reality and priorities as a single person.

Securing Your Family’s Future

Heidi and the team at Huiskamp Collins love families! Heidi is a daughter, a sister, a wife, a mother and a “Grammy”. We can’t wait to hear about your family and learn your story and that of the people you love. Let us help with an investment plan that gets to the heart of your particular circumstances.

Financial Guidance After Loss

Losing that special someone, either suddenly or after a prolonged illness, is gut-wrenching. You might be feeling anxious, fearful or lonely. Heidi and her team promise attentiveness and a safe setting where there are no dumb questions.

We are here for all of life’s transitions. Explore our services: