Choosing Waznik Heike Group for Your Financing and Investment Needs

At Waznik Heike Group, LLC, we understand that financial planning is a crucial aspect of your life. Our process is designed to meet your unique needs and help you achieve your financial goals. We offer a range of services tailored to your specific situation, ensuring you receive the best possible advice and support. Learn more about our process below, and give us a call today to get started.

Our Process

We are passionate about helping individuals build, maintain, and transition wealth. We look to provide value through an in-depth financial planning process and evaluation, applying technical knowledge to each individual's financial situation and goals.

Comprehensive Strategic Planning

Our advisors take a strategic approach to reviewing your financial situation and making recommendations with your entire situation in mind.

Research Driven Diversification

We take care to diversify your assets for your situation using a research-driven approach and use strategies designed to help maximize retirement assets, minimize taxes, and efficiently transition wealth.

Risk Management

We help you better understand the concept of risk and how it applies to your situation with both portfolio management and insurance planning.

Cost Control

We believe that many portfolio managers charge fees that are excessive for the services they provide. Our fee structure is approximately .50% less than the industry average.

Exceptional Service

We are committed to fostering a long-term relationship with you based on confidentiality and trust. If we are not able to connect immediately, we will get in touch with you within 24 hours.

Institutional Approach

We have big-city institutional resources with a local, small-town feel.

Reach out to us today with any questions or to learn more.