Our Process

Waznik Heike Group, LLC

Choosing Waznik Heike Group for Your Financing and Investment Needs

At Waznik Heike Group, LLC, we believe that financial planning is more than just numbers—it’s about securing your future. Our process is designed to be strategic, personalized, and proactive, ensuring that your financial goals are met with experienced advice and tailored strategies.


Whether you’re looking to grow your wealth, minimize risk, or plan for retirement, we provide the guidance and support you need. Explore our process below, and contact us today to get started.


Our Process - A Strategic Approach to Financial Planning

The Waznik Heike Group Financial Advisory Difference. We utilize comprehensive strategic planning to take a holistic approach to your financial picture to align with your long term financial goals. We are research driven, and use data-backed investment strategy to diversify your assets and maximize growth. Understanding and managing risk is critical to financial success. We offer portfolio management and insurance solutions to navigate risk. We believe in far, transparent pricing. Our fee structure is 0.50% lower than the industry average.
Meet Waznik Heike Group. Our experienced financial advisors and dedicated support staff provide expert financial planning, wealth management, business planning, business consulting, tax minimization strategy, insurance planning, estate planning, and insurance solutions. Trusted financial advisors in Menomonie, Wisconsin, Durand, Wisconsin, Superior, Wisconsin, Rice Lake, Wisconsin, Oakdale, Minnesota, helping clients achieve financial success.