Karl Schwartz, Shelby Miller, Roger Hewins, Rachael Grattan and Philip Herzberg
The pandemic has many people re-evaluating their financial futures. Some are looking to retire early, while others may want to work a few more years to build up their nest eggs.
Finding the right financial advisor whom you can trust should be an integral part of that planning. Team Hewins, an independent, fee-only advisory firm can prepare you for tomorrow and help guide you to financial well-being.
“Our clients have a level of financial complexity that benefits from the kind of planning we do,” says Roger Hewins, the firm’s Founder and President. “They trust us to steer the bus. They are comfortable delegating and want to work collaboratively.”
Because Team Hewins operates as a fee-only firm, clients don’t need to worry about the conflict of interest that commissions-based advisors and brokers can have.
With offices in Boca Raton, Miami and California, Team Hewins is comprised of professionals with these designations: Certified Financial Planner™, Certified Public Accountant, Chartered Financial Analyst®, Certified Divorce Financial Analyst®, Certified Trust and Fiduciary Advisor and Accredited Estate Planner®.
Whether you are at the pinnacle of your career or going through a life-changing event such as a divorce, Team Hewins’ advisors work to identify clients’ individual needs and create a custom solution. They also coordinate with your attorneys, accountants and insurers, or can assemble the right team if you don’t have one already.
“Our business is about long-term relationships,” says Hewins. “Many of our people have been here a long time, along with many of our clients, which is critical to long-term success.”
The last 18 months have been an eye opener for many whose finances were impacted by the pandemic. Many who thought they could manage their own finances are realizing they need professional help.
“We are here to talk them through tough times, be their sounding board and give them one less thing to worry about,” says Karl Schwartz, CPA, CFP®, Principal and Senior Financial Advisor.
Team Hewins, 2255 Glades Road, Ste. 226A, Boca Raton, FL 33431, 833-439-4678, teamhewins.com
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