We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
The Living Balance Sheet®
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.Watch Video
Understanding Today's Financial Environment
Welcome, we're Hegland Mainz, a financial organization in Southeast Minnesota. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
An increasing number have been developed to help individuals with their personal finances.
It's important to understand the pros and cons when considering a prepaid debit card.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
It's easy to let investments accumulate like old receipts in a junk drawer.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.