The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by an outside source to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Heritage Financial Planning. The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Copyright 2022 Heritage Financial Planning.
*For a definition of the term "fiduciary" refer to this outside link to the NAPFA Fiduciary Oath