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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
What to Do When You Lose Your Wallet
There are things you can do to keep yourself safe when you lose your wallet.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Discover the benefits whole life can provide during your different life stages.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Are Real Estate Investment Trusts right for your portfolio?
Are you ready for retirement? Here are five words you should consider.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.