Heckmann Financial

Heckmann Financial A Wealth Plan driven by your Life Plan

06/18/2026

In this video, Glenn Hickok shares his perspective on “island planning” and why stepping back to view the bigger picture can lead to more intentional financial decisions.

If you’re looking for greater perspective in your own planning, reach out to our team at Heckmann Financial.

Summer offers a chance to step back, recharge, and spend meaningful time with the people who matter most. As our team ta...
06/16/2026

Summer offers a chance to step back, recharge, and spend meaningful time with the people who matter most. As our team takes time to travel and reconnect with loved ones, it reflects what we believe at Heckmann Financial: your financial plan should support the life you want to live.

Our mission is to partner with you in aligning your wealth plan with your life plan so you can live life to the fullest without financial worry.

Here’s to making the most of the season and living with intention every step of the way.

Women’s financial paths often look different from men’s. Studies by American Association for Retired Persons show that w...
06/10/2026

Women’s financial paths often look different from men’s. Studies by American Association for Retired Persons show that women are more likely to take career breaks, spend significant time caregiving, and often live longer.

Those experiences can affect income, retirement timing, and long‑term financial needs. These realities call for intentional, coordinated planning.

Financial planning should reflect the realities of your life and adapt alongside the changes that come with it. At Heckmann Financial, we believe a strong plan is built around the future you want to create and the flexibility needed to support it.

Last week, Heckmann Financial was proud to be a tournament sponsor at the Coaches vs. Cancer Wisconsin Suits & Sneakers ...
06/04/2026

Last week, Heckmann Financial was proud to be a tournament sponsor at the Coaches vs. Cancer Wisconsin Suits & Sneakers Gala.

This event brings together community leaders, supporters, and advocates in the fight against cancer while helping to fund research and provide resources for the families affected. We’re honored to support a cause that continues to make such a meaningful impact in the lives of so many.

Thank you to everyone who helped make this event a success!

06/02/2026

What is financial capacity, and why does it matter?

In this video, Tia Tidd shares her perspective on financial capacity and how understanding it can help shape the way you think about your financial decisions.

Members of the Heckmann Financial team, including Katie Danforth, Macy Haukom, Grace Korth, Carla Haubenschild, Heather ...
05/28/2026

Members of the Heckmann Financial team, including Katie Danforth, Macy Haukom, Grace Korth, Carla Haubenschild, Heather Catterson, Tia Tidd, and Tyler Knowles, attended the DAIS Celebrate Strength Luncheon in Madison.

The luncheon featured Nessreen Deebo sharing her powerful story of rebuilding her life with the support of DAIS advocates and services. We’re grateful to have had the opportunity to attend and support an organization making such a meaningful impact for survivors and their families.

Thank you to DAIS for hosting such an inspiring event.

Click this link to learn more about this organization. https://abuseintervention.org/

We’re hiring a Meetings & Events Specialist at Heckmann Financial.This role is an opportunity to help create memorable e...
05/27/2026

We’re hiring a Meetings & Events Specialist at Heckmann Financial.

This role is an opportunity to help create memorable experiences that strengthen client relationships and support the continued growth of our firm. We’re looking for someone who enjoys thoughtful planning, and creating experiences that reflect the level of care and detail our clients expect.

If you or someone you know may be a great fit, please reach out to Heather Catterson with any questions or for more information.

This Memorial Day, we take time to honor and remember the men and women who made the ultimate sacrifice in service to ou...
05/25/2026

This Memorial Day, we take time to honor and remember the men and women who made the ultimate sacrifice in service to our country.

We’re also grateful for the veterans on our team and the service they have given to our country. Today, we’re recognizing Bryan Brunken from our team, who served in the WI Army National Guard from 2004–2012 and the U.S. Army from 2012–2016. Bryan served as both an Infantryman and Infantry Officer and volunteered for three deployments, including two combat tours during Operation Iraqi Freedom.

We’re proud to have Bryan and our veterans as part of the Heckmann Financial team and deeply appreciate their service and sacrifice.

Two people can have the same net worth and live very different financial lives. The difference usually isn’t how much we...
05/21/2026

Two people can have the same net worth and live very different financial lives. The difference usually isn’t how much wealth they’ve built, but how their wealth is structured.

When a financial plan is aligned with long-term goals, it can support very different outcomes in how you live today and plan for the future.

If it’s been a while since you’ve stepped back to look at the bigger picture, it may be worth revisiting how your strategy is supporting your goals.

Please join us in welcoming Becky Francour to the Heckmann Financial team.Raised on a dairy farm in rural Wisconsin, Bec...
05/20/2026

Please join us in welcoming Becky Francour to the Heckmann Financial team.

Raised on a dairy farm in rural Wisconsin, Becky developed a strong work ethic and appreciation for hard work from an early age. Today, she lives in Sauk City with her two daughters and stays actively involved in her community through the Sauk Prairie Music Association.

We’re excited to have Becky as part of the team and look forward to the impact she will make at Heckmann Financial.

Address

8215 Greenway Boulevard , Suite 320
Middleton, WI
53562

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