How we serve you

Explore our range of expert advice, designed to help you move forward with confidence, wherever you're headed next.

Annual Service Calendar

Wealth Management Services

Hoeven builds personalized, comprehensive, and tailored wealth plans for business owners and executives who are transitioning from building wealth to preserving it.

  • Tax-efficient portfolio construction

    Portfolio rebalancing and diversification

    Risk management

    Concentrated holding analysis

    Concentrated risk in firm equity

    Under-optimized retirement plans

  • Lumpy cash flow from bonuses & distributions

    Partner buy-ins & liquidity planning

    Succession, ESOP, & exit uncertainty

    Estate planning & strategy

    Retirement income & distribution planning

    Establishing domicile before sale or retirement

    Charitable giving

    Education funding

  • Business valuation review

    Exit readiness & option review
    Is an ESOP (Employee Stock Ownership Plan) or QSBS (Qualified Small Business Stock) exit an option for you?

    Deal structure scenario analysis

    Cross-coordination throughout transaction

    Review key business agreements such as:

    • Buy/Sell Agreements

    • Share titling—trust versus individual

    • Key Person Insurance

    Legacy Planning

Our Process

Plan with Purpose

Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs and those of your family.

Collaborate Openly

You’re part of the process. We keep communication open and decisions shared. No black boxes or surprises. We drive coordination throughout your financial life.

Lifelong Partnership

When we deliver, it’s not just a finished product, it’s a solution you can trust, backed by real care and effort. This marks the start of our ongoing partnership together. 

Let’s Work Together

If you're interested in learning more about working with us, complete the form with a few details about you. We'll review your message and get back to you within 24 hours.