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Happy Holidays From Heimensen Wealth Advisors!

Happy Holidays From Heimensen Wealth Advisors!

December 15, 2022

Happy Holidays from our team at Heimensen Wealth Advisors! This year has certainly had its ups and downs, but we are always grateful to have clients like you. Ring in this holiday season with peace and joy, knowing that we’re here to watch over your finances. Please watch this quick video in which I share what we’re thankful for as well as some reflections on 2022 and hopes for 2023.

About Corey

Corey Heimensen is owner and Accredited Investment Fiduciary® at Heimensen Wealth Advisors, a full-service financial planning and investment management firm serving pre-retirees, independent contractors, small business owners, and young families. With 30 years of experience, Corey believes that future success in life means that you have to conquer today, and he equips his clients to do just that through education, guidance, and customized strategies. Corey’s goal is to do his part to make his clients’ lives better, taking some of the financial burden off their shoulders so they can focus on what matters most to them. 

Corey is the author of Stop Doing Dumb Things With Your Money, and host of his new podcast, WIN—What’s Important Now, where he discusses planning strategies you can utilize now to help you build a financial path for tomorrow. Corey earned a degree in finance from Buena Vista University and resides in Rock Rapids, Iowa, with his wife and three children. When he’s not building his firm and working with clients, you can find Corey boating, reading, and attending sporting events. He loves anything related to basketball! To learn more about Corey, connect with him on LinkedIn and subscribe to his podcast.