Our investment goal at Hedeker Wealth is to give our clients superior risk-adjusted growth of capital through an independent, objective and disciplined process. 

We do this by giving you a detailed investor profile and risk tolerance evaluation. The result is a formal, customized investment policy statement. We then create a comprehensive and unbiased financial solution that best fits your needs, by evaluating the top money managers. Since we are not part of a traditional investment bank, our decisions are completely independent. Once your detailed investment portfolio is implemented, we actively manage it by monitoring and communicating with the money managers regarding your individual situation. 

During the process, we consider your current tax position and estate planning variables so that the investment decisions are tax sensitive. Together with the CPA firm of Hedeker & Associates, Ltd. and the law firm of Dean R. Hedeker, Ltd., we provide families with complete legal, financial and tax services, all in one center. And since our advisors work together under one roof, you receive the greatest level of protection for your hard-earned money.

Personal financial situations are often complicated.  As one area of your financial situation changes, it directly impacts the others. With our comprehensive financial planning, you get one plan that covers a broad range of financial issues. 

At Hedeker Wealth, we perform an in-depth analysis to create your complete financial picture while supporting your goals.  This personalized service delivers a plan tailored to your lifestyle.  And if you already have a trusted financial advisor, Hedeker Wealth will work directly with them to ensure our plan is consistent with all of your financial goals.

Our financial plans cover:

• Estate planning
• Tax planning
• Investment plan reviews
• Retirement planning
• Education cost planning
• Insurance reviews
• Charitable giving

Together with the CPA firm of Hedeker & Associates, Ltd and the law firm of Dean R. Hedeker, Ltd, we are able to maximize the tax efficiencies of our clients’ portfolios.  We continuously review each client’s tax and estate planning needs to protect your assets. By incorporating tax efficiency planning, we enable you to maximize your investment returns over time.

Some of the most common structures our clients use are:

Disclosure on Hedeker & Associates, Ltd. and Dean R. Hedeker, Ltd: The information presented and/or made available on this web page is not a solicitation and should not be construed as advice or solicitation for the services of Hedeker & Associates, Ltd., or Dean R. Hedeker, Ltd.

• Tax Basis Trusts
• Grantor Retained Annuity Trusts
• Intervivos Trusts
• Family Limited Partnerships
• Asset Protection Trusts
• Charitable Lead Trusts
• Dynasty Trusts
• Defective Trusts
• Private Foundations