Wealth Management Services


Wealth Management - Financial Planning

Comprehensive
Financial Planning

After a detailed discussion about your goals and objectives, our team of experts evaluate your current financial situation, identifying strengths, weaknesses, opportunities, and areas of concern. We then design a plan that reflects your objectives, and helps you pursue a work optional lifestyle. We provide regular reviews and modifications, ensuring that your financial plan is dynamic and ever evolving as your life changes. We utilize our powerful web based wealth management system, Heritage CFO, to monitor and track the plan.

Wealth Management - Strategic Money Management

Strategic Money
Management

Our disciplined, time tested investment strategies provide your portfolio with the proactive service you need to achieve your goals.

Wealth Management - Retirement Planning

Retirement Planning
& Beyond

Including cash flow, tax, pension, and Social Security strategies, and the development of reliable income strategies.

Wealth Management - Retirement Income Planning

Retirement Income
Planning

Developing a strategy to utilize your financial assets to create a steady and predictable flow of income during your retirement years.

Wealth Management - Estate Planning

Estate Planning

Working in conjunction with an estate planning attorney* to help you understand how your assets will be distributed under your current estate plan and existing tax law. We will help to establish a comprehensive estate plan that leaves little to chance.

Wealth Management - Risk Management Strategies

Risk Management
Strategies

Our team of Insurance Specialists identifies risks which could tremendously impair your financial situation, including life insurance, disability, and long-term care insurance.