2018 Best Private Wealth Manager
Client Service - Firms Under $5 Billion

- Private Asset Management Magazine

Financial Services

Building Brighter Financial Futures

Heritage Financial Planning (HFP) is a financial planning and Registered Investment Advisory firm with offices conveniently located in Grapevine, Texas; Atlanta, Georgia; and Dallas, Texas. 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, 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


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.

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