Broker Check

Solutions for Today

Ideas with the potential to help you and/or your business.

Learn more
Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more
Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
Strategies for TOMORROW
Plan for a satisfying retirement lifestyle.

Strategies for TOMORROW Plan for a satisfying retirement lifestyle.

You want to exit your business with more profit, more wealth and a better tax picture. You want to sustain and even enhance your quality of life. Ted Hintz can help you pursue both objectives.

As a CPA and CFP®, Ted Hintz can assist you to plan for your own retirement and address many issues related to small business retirement benefits.

Ted can show you ways to help save taxes and improve your company’s retirement plan. He can also help you plan to retire on your terms.

Learn more
Your Financial Future

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

Learn more

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

Have a Question

Thank you! Oops!