Heling Associates is a fee-only financial planning and portfolio management firm located in Brookfield, Wisconsin. Bruce R. Heling, CFP® CPA
, the firm’s principal, specializes in helping individuals navigate the approach to, and their way through, their “mature” years so that they can truly be the best years of their lives. Being fee-only (no products sold, no commissions accepted) means that your best
interest is our only
interest. Heling Associates has been providing high quality, thoughtful advice and service to clients since 1991.
Clients of Heling Associates will find this web site to be an invaluable resource in their relationship with the firm through the article and newsletter archives, a secure vault that serves as a repository for personal financial documents and reports, and the regular client updates that will keep you apprised of important matters. The site can serve as your portal to your investment accounts at Charles Schwab & Co. and to just about as much economic and market information as you might want. Please take the time to become acquainted with the site’s many features.
Visitors to the site who are not yet clients will find a great deal of information about the firm, its services, and about Mr. Heling. Hopefully, it will be enough for you to determine if Heling Associates is the kind of firm you might like to have on your team. If so, please contact us to explore taking the next step in planning and managing your financial future.