No sales. No commissions. Period. As a fee-only firm, we don’t get paid by outside vendors so we are able to remove conflicts of interest regarding compensation. 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
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Marriage changes everything, including your insurance needs.
It's important to understand the pros and cons when considering a prepaid debit card.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Around the country, attitudes about retirement are shifting.
Recent changes in estate tax laws could affect the strategy you have in place.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Have you explored all your options when it comes to managing your taxable income?