No sales. No commissions. Period. As a fee-only firm, we don’t get paid by outside vendors so we have no conflict of interest in our advice. If you seek a firm that is making recommendations based on your needs and not what commission we can make, then you owe it to yourself to give us a call.Read More
Competence begins with extensive knowledge. Our financial advisors have completed rigorous coursework in all aspects of financial planning and have successfully achieved some of the most respected and difficult professional designations in the industry.Read More
With decades of experience, the team at Heritage Financial Planning has expertise working with clients from all backgrounds including executives, government leaders, physicians, attorneys, trust beneficiaries, entrepreneurs and those that go to work every day in their career of choice.Read More
How Stocks Work
Understanding how a stock works is key to understanding your investments.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are things about Social Security that might surprise you.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A few strategies that may help you prepare for the cost of higher education.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are things you can do to keep yourself safe when you lose your wallet.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.