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Heinz & Associates and Heinz-Daniel Associates, Inc have six employees and specialize in retirement solutions for high net worth individuals. These services include IRA and Roth beneficiary planning, advance estate planning, dynastic planning, 401k administration, cash flow planning and investment advice.

The principals of the firm include 2 generations, Charles Heinz, CLU, ChFC, and his daughter Heather Szyperski, CLU, ChFC. The firm was founded by Charles’ father, Bill Heinz, CLU, ChFC in 1962.