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Second Opinion Service

Second Opinion Service

July 28, 2022

The recent market volatility and uncertainty of the economy has caused financial stress and anxiety for many. At Heimensen Wealth Advisors, we believe that every family deserves to feel confident about their financial future. That’s why we started our Second Opinion Service. It is a complimentary, no-obligation program that we provide exclusively for the friends and family of our valued clients.

With this service, we can help a friend or family member understand if they are on the right track to accomplish their goals. Whether they are struggling to make sense of a complex financial matter, or they’re just looking for a second set of eyes to assess their current financial plan, we are here to help.  

We at Heimensen Wealth Advisors are honored to provide the same level of trusted guidance and advice you’ve come to expect from us to your loved ones during these uncertain times.

What to Expect

Here’s what your friends and family can expect from our Second Opinion Service: 

  1. Discovery meeting to understand their financial situation and long-term goals
  2. Review of their current financial plan, including an in-depth portfolio analysis
  3. Follow-up meeting to discuss our findings and potential recommendations

This entire service is complimentary and there is no obligation that your friends or family sign up for additional services.

Sign Up Today

Take the first step toward financial confidence by scheduling a complimentary meeting today. 

If you are an existing client with a friend or family member who could benefit from our Second Opinion Service, please reach out to us by calling 712-472-3867 or emailing corey@heimensenwealth.com. Be sure to check out Corey’s book, Stop Doing Dumb Things With Your Money, and tune into his new podcast, WIN—What’s Important Now.

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.