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

- Private Asset Management Magazine

A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon What Smart Investors Know

Trust

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

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.

Read More

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. 

Read More

Managing your personal finances can, at times, seem to be an overwhelming process. And why shouldn’t it be? You've spent years accumulating assets based on your skills and experience in your area of expertise, which probably was not in the field of personal money management. At Heritage Financial Planning, we understand that you are not an expert in finance.

Fortunately, we are1. While you've been honing your skills and knowledge in your chosen area, we have been building ours in the area of how to be excellent stewards for your money. We believe a quality financial planning firm is one where you can put your money in our hands and go on with your life, confident in the fact that we're taking care of your assets2.

What Sets Us Apart

Several factors set us apart from other financial planning firms. For one, we are actual fiduciaries, not just salespeople masquerading as money experts. As fiduciaries, we have a legal obligation to put our clients’ best interests first. This works out just fine for us — but it might make you wonder what the financial planning firms that haven’t been willing or able to become fiduciaries are up to.

Any financial advisor you work with at Heritage Financial Planning will be independent, meaning they're not beholden to any product from any company, nor are they required to try to get you to invest more or more widely than you are prepared to. They also don't have to keep you on the phone for X amount of hours. Our only goal is to help you determine what is in your best interest, then guide you down that path. Our only obligation is to you.

Another crucial feature of Heritage Financial Planning is that we are a fee-only advisor. Unlike other planners who always start their work “on-the-clock,” we find that a fee-only approach is more beneficial to creating open dialogue and fostering a long-term relationship with our clients, allowing us to take care of you to the absolute best of our ability.

Money Management and Peace of Mind in Dallas and Atlanta With Heritage Financial Planning

To us, the whole reason you look for asset management, retirement planning advice and other services related to your money is for peace of mind. You want to know your money is where it should be, so you can go on enjoying your life. If that sounds like you, and you're seeking personal financial management in Atlanta, Dallas or surrounding areas like Grapevine, Fort Worth, Plano, Frisco, Colleyville and Southlake, then get in touch with Heritage Financial Planning today.

We look forward to hearing from you and helping you with your individual financial management needs. We offer a free initial consultation and have a wide range of services to suit your goals. To get started, please contact us now.

  1. The CFP®certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States.
  2. Past performance is not indicative of future results.

Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Estimate Your RMD

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Investment Strategies for Retirement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

View all presentations arrow

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Saving for College 101

Here’s a crash course on saving for college.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

View all videos arrow