Building Brighter Financial Futures
Heritage Financial Planning (HFP) is a financial planning and Registered Investment Advisory firm headquartered in the DFW Metroplex and with offices conveniently located in Grapevine and Dallas. The firm specializes in providing Fee-Only financial planning services and investment advice to individuals and families. HFP advisors work solely for their clients: as fee-only advisors, all potential conflicts of interest regarding compensation are removed.
Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Heritage Financial Planning can help you along the way.
Your financial objectives may include:
- Ensure retirement income
- Maximize wealth transfer
- Reduce the burden of taxes
- Establish charitable legacies
- Minimize the effects of inflation
- Reduce the risk of financially devastating events
- Create and preserve personal wealth
- Foster peace of mind through proper planning today
To help you reach these important goals, our services include:
- Personal Financial Planning
- Retirement Planning Strategies
- College Funding Advice
- Stock Option Advice
- Lump Sum Distribution Advice
- Personal Tax Planning
- Ongoing Asset Management
- Life, Health, Long-Term Care and Disability Insurance Needs Analysis
- Property and Casualty (Home/Auto/Liability) Insurance Needs Analysis
OUR MISSION IS SIMPLE:
Through the advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial decisions possible. Please call your local office for a complimentary consultation.