Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from cash flow, investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.
If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation that will help you get more life out of the money you already have.
Entrepreneurs work on their business much more than full-time hours and more than anyone else. You need a trusted Advisor who can save you time while you generate the wealth to grow your nest egg. Marylou Heenan knows this from experience: she has been a business owner like you for over 30 years.
There are investment and insurance solutions for all ages and situations and Marylou is constantly improving her knowledge to bring you more value. Through her personal attention and the resources of Assante Wealth Management, you have access to a trustworthy team of professionals who combine to address all your financial needs.
In addition to assisting you with your wealth management, Marylou is a trusted source for good business advice for entrepreneurs. Subscribe to her “Just Good Advice” blog and newsletter, and follow her on Facebook and LinkedIn.
We are grateful to Marylou who was able to offer us a unique Program and way of thinking about spending and saving that we had never heard of before. As busy professionals, Marylou took all the work, stress and thinking out of building a plan. She provided a painless, very easy to follow weekly program. It is different from budgeting and allows you to manage regular and discretionary spending in an easier way. We were still able to have a latte or lunches out if we kept to the program! Her technology brings accuracy and is easy to adjust if we miss something or need to add an expense or new income. We are very happy to recommend Marylou to anyone who has tried other cash flow approaches with limited success.