No sales. No commissions. Period. If you seek a fee-only financial planner in Dallas/Fort Worth or a fee-only financial advisor in Atlanta who 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.
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Tax preparation may be the perfect time to give the household budget a check-up.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Calculating your potential Social Security benefit is a three-step process.
Currency has been around for a long time. Here’s a quick history lesson.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, cracking the code on bonds.