We have thrived through the many changes that have taken place in estate and financial planning.
William Heinz Jr. started in this business in 1948. Charles Heinz, his son, joined the firm in 1983. Heather Szyperski, Charles Heinz's daughter, joined the firm in 2008.
Heinz & Associates considers your whole situation. Your finances, your hopes, your childrens' situations, your parents situations, your other professional relationships should all work together for your benefit.
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.