Clover Leaf Wealth Strategies
Tailored Financial Planning for Families with Special Needs
Clover Leaf Wealth Strategies is dedicated to addressing the unique needs of families with special needs. Their team provides guidance on navigating the complexities of resources and programs, ensuring that families can access the support they need.
They focus on simplifying financial planning, so you can concentrate on caring for your loved ones. They help families achieve stability and peace of mind by offering tailored strategies and expert advice.
Get to Know the Owner, Cortney Heykoop
Cortney Heykoop has been in the banking and financial services industry since 1999. Cortney graduated from The Catholic University of American in 1998 with a dual degree in International Economics and Finance. While spending most of her career in finance, she also owned and operated Heykoop Photography for a handful of years when her children were young. This entrepreneurial experience was highly successful and gave her the confidence and experience to take on larger pursuits. After reentering the finance world in 2015, Cortney dreamt of stepping out on her own as an independent financial advisor.
In September of 2018, she opened the doors of Clover Leaf Wealth Strategies. Cortney is a Chartered Special Needs Consultant (ChSNC) and focuses on financial planning for families and small businesses with a passion for the special needs market.
Services They Offer
Individuals and Families
They take a holistic approach to individual and family wealth planning including investing, lending, credit, budgeting, and more.
Business Services
Businesses come in all different shapes and sizes, and they’re here to help you with group benefits, retirement plans, insurance, and more.
Risk Management
Strategic use of life, disability, long term care and supplemental Medicare insurance provides solutions to mitigate risks for your family, employees or business needs.
Advanced Planning Services
They can help with special needs planning, trusts, and referral partners as well as estate planning, college funding, and more.