Dan Hein

My Background

In 1964 my father died prematurely without a Will or a plan for my mom and our young family. Life lessons gained now compel me to define, plan and prepare for each client’s life path. Crucial Questions: "How can we protect our lifestyle, yet ensure we don’t outlive our money? How can we protect our legacy for the people & causes we care about? Can we better position assets to minimize tax and safely grow?" My mission is to fully understand the unique reality of each client, and together navigate turbulence and change.