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.
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.
No sales. No commissions. Period. If you seek a fee-only financial planner in Dallas/Fort Worth 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.
Several factors set us apart from other financial planning firms. For one, we are actual fiduciaries, not just sales people 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.
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 Dallas or surrounding areas like Grapevine, Fort Worth, Plano, Frisco, Colleyville and Southlake, then get in touch with Heritage Financial Planning today.
10440 N Central Expressway
Suite 1540
Dallas TX 75231
214-446-2100
5465 Legacy Drive
Suite 650
Plano, TX 75024
Phone: 214-446-2100
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