Retirement Planning
Retirement Planning Built Around Your Goals
Wherever you are in your retirement planning journey, Holewa Financial is here to help you define and pursue your financial goals. Retirement planning requires a thoughtful, personalized approach that reflects your lifestyle, priorities, and long‑term vision for the future.
A Comprehensive Approach to Retirement
Our retirement planning services in Maple Grove, MN focus on the full picture of your financial life. We help you evaluate savings strategies, investment options, future income needs, employer‑sponsored plans, pensions, and Social Security benefits—so your retirement plan works together seamlessly and adapts as life changes.
Retirement Planning for Individuals and Businesses
Holewa Financial provides retirement planning for both individuals and businesses in Maple Grove, MN and beyond.
For individuals, we help whether you are just beginning to save, catching up, or approaching retirement. For businesses, we assist with retirement plan design, efficient plan management, and continuity or succession planning to support long‑term success.
About Amy R. Holewa, CFP®, CDFA™
Amy Holewa brings 20 years of financial services expertise and guidance to her clients. As a Certified Financial Planner and Certified Divorce Financial Analyst, she focuses on ensuring her clients understand any complexities to their unique financial situations while carefully considering all options during divorce proceedings. For those unsure of their financial position or unaware of what the future may hold, Amy works closely with them to develop an outline and objectives that align with their goals.
Amy’s favorite part of collaborating with clients includes working through the complexity of individual cases to ensure tax consequences are considered and other pitfalls are avoided. Through an initial consultation and careful consideration of account division and monetary goals, Amy focuses on helping clients develop solutions that further the divorce agreement process. In addition, Amy has experience working with attorneys to investigate and discover necessary financial information.
For those individuals going through a divorce, it is important to understand the whole financial picture when determining your future. It is important for people to work with a Certified Financial Planner, someone that has a good understanding of various accounts and situations that can help clients identify solutions and avoid making costly tax mistakes. Partnering with a financial professional can help clients be organized through a challenging and difficult situation.
A Note From Amy R. Holewa, CFP®, CDFA™
“I am here to support the client through the entire process. From organizing the financial information for the initial attorney meeting to reviewing the impact of possible settlement options to walking clients through the steps to split the accounts once the divorce is finalized.
In addition, I assist my clients by helping them develop and implement a financial plan for their post-divorce life. By forming this partnership, my clients know that I will be with them from start to finish—something that can make a significant financial impact for the long-term.”