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Trust

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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Helpful Content

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Doubling Your Money

Doubling Your Money

This calculator demonstrates the power of compound interest.

 

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Rightsizing for Retirement

What does your home really cost?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

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