INDIVIDUAL CONSULTING

PERSONAL FINANCIAL ADVISOR SERVICES IN THE GREATER TWIN CITIES AREA

DHA CPAs in an individual financial consulting firm based in Chaska, MN that works with clients throughout the Twin Cities metro. You can rely on our expert team to develop personalized strategies that will enable you to increase your private wealth.

 

Comprehensive Individual Financial Consulting & Wealth Management Solutions

Our licensed CPAs provide all wealth planning and consulting services, including tax and financial strategy for individuals, to help our clients build their capital. We offer all individual financial consulting services in Minneapolis and beyond, including long-term financial planning services, investment management, individual tax preparation, and more.

 

Our Wealth Planning & Consulting Services for Minneapolis Individuals

    • Customized 5-Year Plan – Our team will develop a personalized strategy aligning your financial goals, cash flow, and investments to help you achieve measurable progress during the next five years.
    • Charitable Planning – Our CPAs offer strategic guidance on tax-efficient charitable giving that will achieve the best results for both your finances and the causes you care about.
    • Family Gift Planning – We’ll provide advice on transferring wealth to your family in an intentional manner that has tax benefits for you.
    • Life Events – Life brings many changes, such as marriage and childbirth, that directly impact your financial status; we can offer support with our proactive financial consulting for life transitions.
    • Residency Plan – Our CPAs create financial strategies that account for the property taxes and overall cost-of-living of your current or future home.

Estate & Trust

      • Estate Planning – Our team will develop coordinated plans to manage and distribute your assets based on your wishes, while minimizing estate taxes and legal complications.
      • Wealth Transfer – We can plan techniques to efficiently pass your assets to heirs or beneficiaries with minimal tax burden.
      • Risk Management & Mitigation – After a comprehensive analysis of your finances, our CPAs will offer recommendations to protect your wealth against financial and legal risks.

Wealth Accumulation

    • Retirement Planning – We create strategies to build, preserve, and distribute retirement income in alignment with your goals.
    • Stock Options – Our CPAs will offer guidance on how to strategically manage your stock options to reduce taxes and achieve your financial goals.
    • Executive Fringe Benefits – We offer analysis and planning to make the most of your executive perks such as bonuses, deferred compensation, and benefits packages.
    • Education Planning – Our team will develop long-term savings and funding strategies to help you provide for the education of your children or grandchildren.

 

Set Yourself Up for Continued Success with Our Individual Financial Planning

Our CPAs in the Minneapolis-St. Paul area can offer all the advice and support you need with wealth management and long-term financial planning. Contact DHA CPAs today if you’d like to schedule a free consultation!

 

REFERENCE GUIDES

High-Income Taxpayers
Kiddie Tax
Retirement Income
Saving for Retirement

Looking for more? Check out our Reference Library for additional guides on tax and consulting topics.

“I’ve always been self-employed and have worked with many different accountants, but I have never had one as
knowledgeable as Ryan Henke. One of the major goals my partner and I had when coming to DHA was to increase
our retirement savings. With their help, my retirement has increased tenfold. Ryan is excellent at explaining in detail
the things I need to know as a business owner, and he’s able to translate from accounting terms into terms I can
understand. With the knowledge and planning he has provided our business has become much more profitable.”
-Jeff Spencer, Handy Help LLC

LET’S START A CONVERSATION

We’d love to meet you, talk about your financial goals,
and see if we’re the right fit to help you get there.

952.448.4220