THE HEITKAMP GROUP
About The Group
In our practice, we do two things:
- We tell clients what we would do if we were them, knowing everything we know (and we have to know a lot)
- We help families, because those are the people our very long-standing clients care about.
We use an approach we call our Pot Theory, a timeline-based system to ensure your unique financial needs are met. Then, we apply a tax planning lens to minimize your lifetime tax bill, helping you grow and preserve your wealth.
Welcome to the Heitkamp Group. We can't wait to help you and the people you care about.
Our Team
Peggy Perila Executive Assistant
952-225-0316
Client Resources
Contact
Direct Phone: 952-591-9770
E-mail: heitkampgroup@focusfinancial.com
1000 Shelard Pkwy
Suite 300
Minneapolis MN 55426
Suite 300
Minneapolis MN 55426