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

- Private Asset Management Magazine

Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

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

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Compound Interest Works

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

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

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

View all presentations arrow

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow