Steve Hengehold, Cfp®

Steve Hengehold, Cfp® Email and Phone Number

HCM Wealth Advisors | Fee-Only Wealth Management | Tax-Focused Investment and Retirement Planning @ Hengehold Capital Management, LLC
cincinnati, ohio, united states
Steve Hengehold, Cfp®'s Location
Cincinnati, Ohio, United States, United States
Steve Hengehold, Cfp®'s Contact Details

Steve Hengehold, Cfp® personal email

n/a

Steve Hengehold, Cfp® phone numbers

About Steve Hengehold, Cfp®

Steve Hengehold, Cfp® is a HCM Wealth Advisors | Fee-Only Wealth Management | Tax-Focused Investment and Retirement Planning at Hengehold Capital Management, LLC. He possess expertise in retirement planning, retirement, financial planning.

Steve Hengehold, Cfp®'s Current Company Details
Hengehold Capital Management, LLC

Hengehold Capital Management, Llc

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HCM Wealth Advisors | Fee-Only Wealth Management | Tax-Focused Investment and Retirement Planning
cincinnati, ohio, united states
Website:
hcmwealthadvisors.com
Employees:
19
Steve Hengehold, Cfp® Work Experience Details
  • Hengehold Capital Management, Llc
    Wealth Advisor
    Hengehold Capital Management, Llc Mar 2014 - Present
    Cincinnati, Ohio Area
    Hengehold Capital Management is an independent fee-only Registered Investment Advisory Firm. Founded in the 1980's, HCM provides financial independence planning advice to clients in all stages of life. As a fee-only Registered Investment Advisor, our loyalties are always aligned with our clients' best interests. Our goal is to be your most trusted advisor based on integrity, knowledge and personalized service.We can assist you with:~ Customized planning for Financial Independence~ Retirement income and cash flow modeling~ Incorporating a core and tactical asset allocation ~ Portfolio risk management~ Implementing tax-efficient portfolio management~ Building and protecting portfolio income with bond ladders~ Planning for education expenses~ Coordination of your team of professional advisors (CPA, Attorney, Insurance and Others)If you are a P&G employee nearing retirement or taking a separation package, we should talk. We have helped many Procter & Gamble families transition into retirement with financial plans designed to fit their unique needs.Some of these special issues include:~ Diversification~ Tax opportunities related to preferred shares held within the P&G Profit Sharing Trust (PST) such as the Frank Duke Method~ Planning options surrounding Net Unrealized Appreciation (NUA) that may increase your retirement income~ Social Security claiming strategies that are coordinated with other income streams~ Determining if a lump-sum distribution is appropriate~ If stock options, restricted stock units (RSUs), or performance share units (PSUs) are involved in the Wealth Plan - planning for both timely and tax efficient exercise~ How to handle distributions before and after age 55~ Planning so the post distribution personal balance sheet will allow for tax efficient income over your lifetime
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  • Colonial Life
    Territory Recruiter
    Colonial Life Feb 2013 - Feb 2014
    North Carolina
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  • Abacus Planning Group
    Wealth Management
    Abacus Planning Group May 2011 - Oct 2012
    Columbia, South Carolina Area
    View

Steve Hengehold, Cfp® Skills

Retirement Planning Retirement Financial Planning

Steve Hengehold, Cfp® Education Details

Frequently Asked Questions about Steve Hengehold, Cfp®

What company does Steve Hengehold, Cfp® work for?

Steve Hengehold, Cfp® works for Hengehold Capital Management, Llc

What is Steve Hengehold, Cfp®'s role at the current company?

Steve Hengehold, Cfp®'s current role is HCM Wealth Advisors | Fee-Only Wealth Management | Tax-Focused Investment and Retirement Planning.

What is Steve Hengehold, Cfp®'s email address?

Steve Hengehold, Cfp®'s email address is st****@****tal.com

What is Steve Hengehold, Cfp®'s direct phone number?

Steve Hengehold, Cfp®'s direct phone number is +151359*****

What schools did Steve Hengehold, Cfp® attend?

Steve Hengehold, Cfp® attended Kansas State University, University Of South Carolina - The Moore School Of Business, Cincinnati Elder High School.

What are some of Steve Hengehold, Cfp®'s interests?

Steve Hengehold, Cfp® has interest in Scuba Diving And Fly Fishing, Beer Brewing.

What skills is Steve Hengehold, Cfp® known for?

Steve Hengehold, Cfp® has skills like Retirement Planning, Retirement, Financial Planning.

Who are Steve Hengehold, Cfp®'s colleagues?

Steve Hengehold, Cfp®'s colleagues are Trí Toàn, Tim Orth, Kacidee Gemperle, Casey Boland, Vice President, Daniel Rinck, Angelo Dimarzio, Jeff Creek.

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