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

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Compound Interest Works

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators arrow

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

View all presentations arrow

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Real Cost of a Vacation Home

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

View all videos arrow