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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.

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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

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

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

Tax Management Strategies

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

Managing Your Lifestyle

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Will You Pay the AMT?

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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