Heritage Financial Planning

Financial Advisors in Plano, Texas

Financial Advisors in Plano, TX

If you've been looking for local experts in Plano to help you with your financial planning, our team is here to assist. Managing your finances can oftentimes feel overwhelming, and even a bit daunting—we get it. That's why we're here. The team at Heritage Financial Planning aims to provide you with the expert financial planning that you're looking for with a personal touch, right here in Plano. 

A Team You Can Trust 

When it comes to your financial planning, having an experienced team by your side is a must. We've helped clients from a variety of backgrounds over the years. In addition to our years of experience, our team has also been committed to expanding our knowledgebase. We've proudly earned some of the most respected designations for our industry. 

What Sets Us Apart

When you work with Heritage Financial Planning, you're not getting generic service. We aim to provide all of our clients with customized advice and planning so you can meet your own individual goals. 

Additionally, we're fiduciaries. We're not focused on sales, we're just focused on you. It is our legal obligation as fiduciaries to put your best interests first. 

If you're in need of financial planners in Plano, Texas, you've come to the right place. Read more about the services we provide below, and get in contact with our team by filling out the form on your right. We look forward to speaking with you soon. 

Contact Us

Financial Advising Services in Plano, TX

Personal Financial Planning | Heritage Financial Planning


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.

Retirement Strategies | Heritage Financial Planning


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.

College Funding | Heritage Financial Planning


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 Option Advice | Heritage Financial Planning


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.

Lump Sum Distribution | Heritage Financial Planning


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.

Personal Tax Planning | Heritage Financial Planning


Whatever your line of work is, it probably does not revolve around understanding the tax code. Our team can offer tax suggestions to help you minimize your tax burden.

Financial Planner in Plano, Texas

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.

Dallas Office

10440 N. Central Expressway
Suite 1540
Dallas, TX 75231
Phone: 214-446-2100

Grapevine Office

601 S. Main Street
Suite 201
Grapevine, TX 76051
Phone: 817-410-2500

Plano Office

5465 Legacy Drive
Suite 650
Plano, TX 75024
Phone: 469-786-4900

Steve Blankenship | Owner and Founder Heritage Financial Planning

The Heritage Difference

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.

Economic Outlook In Plano Texas

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 .


10440 N Central Expressway
Suite 1540
Dallas, TX 75231