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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.

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Knowledge

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.

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Experience

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.

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Should You Borrow from Your 401(k)?

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This calculator can help you estimate how much you may need to save for retirement.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Retirement Plan Distributions

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A presentation about managing money: using it, saving it, and even getting credit.

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Using smart management to get more of what you want and free up assets to invest.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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