Heritage Financial Planning

Insurance Planning

About Heritage Financial

One of the most important ways to protect yourself and your family is through insurance. A life insurance policy will help make sure your family is taken care of even when you can no longer provide for them. Additionally, it’s crucial to realize that as your age, the likelihood of health issues arising increases. That means the right health insurance and/or disability insurance coverage may also be needed to make sure you do not become a financial burden to your loved ones in your golden years.

STEVE BLANKENSHIP | Founder and CEO Of Heritage Financial Planning

The Heritage Difference

Insurance premiums can add up, and you will have many decisions to make regarding what you can afford and what you need. Professional insurance analysis can help you make that decision. While it is impossible to know the future, a professional financial planner, based on your finances and your history, you may be able to do a life insurance needs analysis, health insurance needs analysis and/or other insurance analysis to estimate just how much insurance it makes fiscal sense for you to hold. For more information on insurance needs analysis and other financial guidance we provide.

In the Atlanta and Dallas areas, those who require an insurance needs analysis can turn to Heritage Financial Planning. Whether you want an insurance needs analysis for casualty, disability, health or life — or all of them — our financial experts have the experience and skills to evaluate your insurance needs and provide peace of mind about your financial concerns.

You’ll want to come to Heritage Financial Planning for your insurance needs analysis because of our reputation as a financial company you can trust. We are fiduciaries, not salespeople. That means we are independent of any products we recommend, so when we suggest an insurance provider or a certain level of coverage, it is because we think it is the best plan for you, not because of any commission we are trying to earn.

In fact, as fiduciaries, we are legally obligated to make suggestions based primarily and foremost on your best interests, not based on ours. Fortunately, in our case, those interests coincide. That’s not true of every company that may offer you an insurance needs analysis.

When it comes to your health and your family and protecting them with insurance, you can’t afford to wait, and you can’t afford to get less than the best advice. Fortunately, for those who live in Dallas and other areas such as Grapevine, Southlake, Fort Worth, Frisco and Plano, Heritage Financial Planning is here to give you the best insurance needs analysis available.

Don’t spend one more minute than you have to with inadequate insurance coverage. Contact Heritage Financial Planning online for more information on insurance needs analysis and other financial guidance we provide.


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10440 N Central Expressway
Suite 1540
Dallas, TX 75231