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Steven H

CFP®, ChFC®, Series 63, Series 65

Brownsburg, IN

Heinekamp Financial Planning & Tax Service LLC

Steven Heinekamp is a CFP® and ChFC® with 32 years of industry experience. He is the principal of Heinekamp Financial Planning & Tax Service LLC in Brownsburg, IN, and has worked in financial planning and tax services since 1991. He also prepares business and individual tax returns as part of his practice. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models and integrates tax analysis into its planning, with periodic reviews and a focus on asset allocation tailored to clients’ life stages and risk tolerance.

General retirement planning Income planning General tax planning Life insurance needs analysis Founder/Business Owner
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Michael H

CFP®, Series 63, Series 65

Brownsburg, IN

Heinekamp Financial Planning & Tax Service LLC

Michael Heinekamp is a CFP® professional with 15 years of experience in financial advising. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and is also involved with SCH Enterprises Inc. outside of his advisory work. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models with basic asset allocation tailored to client circumstances and integrates tax analysis into its advisory services.

General retirement planning Income planning General tax planning Life insurance needs analysis Founder/Business Owner
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Daniel H

CFP®, Series 63, Series 65

Brownsburg, IN

Heinekamp Financial Planning & Tax Service LLC

Daniel Heinekamp is a CFP® professional with 13 years of industry experience. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and also has an ongoing role at SCH Enterprises since 2012. Heinekamp Financial Planning & Tax Service primarily serves individual clients as well as small businesses and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models and basic asset allocation tailored to client-specific factors, integrating tax analysis into its advisory services.

General retirement planning Income planning General tax planning Life insurance needs analysis Founder/Business Owner
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