When it comes to your finances, you want to know that you're in good hands—after all, this is your future. It's important that you find the right professionals in Grapevine to provide financial planning and wealth management services.
The team at Heritage Financial Planning has decades of experience helping clients from a multitude of backgrounds. In addition to our years of real world experience, we've also completed rigorous coursework in all aspects of financial planning. We are dedicated to always being the best we can be for all of our clients.
We're not sales people, period. We are just here to best serve you for all your financial planning needs. We are fiduciaries—this means that we are legally obligated to put your best interests first. Our only focus is helping you to determine your path, and guiding you down it.
If you're in Grapevine, Texas and looking for peace of mind when it comes to your money—look no further than the team at Heritage Financial Planning. Discover the services we provide below and contact us by filling out the form on your right.
Our financial planning services can help you meet all your personal financial goals. Personal financial services aim to assist you with managing your money, investing, dealing with your mortgage and other aspects of your personal finances. Receive quality, reliable advice on investment and financial opportunities to better serve you, your home and your family.
People today are living longer, more active lives. This is wonderful, but it also brings with it the challenge of making sure you don’t outlive your money. We can come up with a range of strategies to help you win that race and enjoy as many decades of the retired life as you can.
The cost of tuition at a private college is high already, and it seems to skyrocket every year. College can also come at a time when many families are caught in the middle, possibly having to pay for the care of aging parents and dealing with the expenses of younger children in the home, too. There are many ways to manage upcoming college expenses, and we can help you determine the right ones for you.
Stock options can be a tremendous financial opportunity, but they can also be extraordinarily complex. Balancing the need for tax planning, investment diversification and concentration risk is beyond the scope of most executives, but we have the know-how and experience to help guide you through the process. We specialize in helping clients avoid the pitfalls of stock option exercises.
We can help you decide whether to take a lump sum vs. regular payments if you have that option, as well as guide you toward financially responsible choices for that lump sum once you have it.
Financial planning is more than opening the right accounts and investing the right amount of money. It's about taking control of your life, whatever opportunities it presents.
The fiduciary, fee-only financial planners at Heritage Financial Planning in the Dallas/Fort Worth area give sound advice and guidance. Private Asset Management Magazine named us one of 2018's Best Private Wealth Manager Client Services* for firms in the under $5 billion category. Let us show you why through our comprehensive advisory services, from wealth management to college savings to planning appropriate monthly budgets during retirement.
10440 N Central Expressway
Dallas TX 75231
601 S. Main Street
Grapevine, TX 76051
5465 Legacy Drive
Plano, TX 75024
Fee-Only. Many financial planners work on commission. It's the reality of the industry and the standard "business-as-usual" model. We don't settle for "business as usual," though. Heritage Financial Planning aims for our work to be as transparent and as tailored to clients as possible. That's one of the reasons why we don't accept commissions.
Independent. Our CERTIFIED FINANCIAL PLANNER™ professionals have passed independent training, examinations and experience requirements to earn that official title. Our fee-only structure helps us maintain autonomous and advantageous wealth guidance.
Objective Advice. We mean it. Heritage Financial Planning uses information and data collection to create bias-free financial plans in our clients' best interests without pressure.
Dallas-Area Income: The median income in Dallas is $45,215 1. That's more than a quarter less than the United States' median income average, $55,322. Per-capita income, though, has Dallas nearly on-par with national averages, coming in at $29,752 compared to the country's $29,829.
Dallas-Area Tax Structure: Sales, income and property taxes are important considerations, particularly when it comes to planning for costs during retirement. Dallas' combined state and local sales tax rate is 25 percent 1 . Dallas is consistent with property tax brackets across the rest of the state, which are higher than two-thirds of the rest of the country. However, higher property taxes are complemented by the fact Texas is one of seven states without individual income tax 1 . Overall, Texas and the Dallas metropolitan areas are considered some of the tax-friendliest places in the nation.
Dallas-Area Cost of Living: An area's cost of living is compared to the national index of 100. The Dallas metropolitan area 1 averages a bit above 100. The area's food costs and low home prices contribute to its rating. Only a few expenses, like transportation, are significantly above national averages.
Dallas-Area Growth: The Dallas-Fort Worth region is one of the largest metropolitan centers not only in the state but the entire country. In 2017 alone, of 146,000 new residents was the highest of any metro area in the nation. Population-wise, it now sits behind only New York City, Los Angeles, and This residency boom influences both Dallas' employment statistics and GDP outputs. It's ranked within the top 10 cities in the United States for financial stability 1 , employment prospects and business opportunities. Annual employment growth rests at 3 percent, nearly double the nation's average of 1.7. The Dallas-Fort Worth-Arlington region's GDP output is also expected to rise as the state continues its tech boom and solidifies its place as the country's top exporter of technology 1 .