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Financial Planning

We offer comprehensive financial planning services to help our clients find the balance between living well today and building wealth for the future.

Whether you are a new, emerging, or established practitioner, or someone who is approaching retirement, we have a firm understanding of the challenges and opportunities you may face at this particular phase of your career.

Our planning process helps you take control of your financial life, and includes a review of the following areas of your personal finances:

  • - Cash flow and budgeting
  • - Retirement planning
  • - Investments
  • - Risk management
  • - Education planning
  • - Estate Planning


For practice owners, we also address the unique issues of business finances, employee benefits, and succession planning, as well as their intersection with your personal financial situation.

Your Treloar & Heisel Wealth Management representative plays an important role in assessing your needs, assisting the planning team with information gathering, following up and serving as a critical link to our team throughout the financial planning process. Last but not least, your Treloar & Heisel Heisel Wealth Management representative serves as your planning team’s risk management specialist.