Our Firm takes pride in providing comprehensive retirement planning services to our clients. We can review our clients’ wills, estate plans and trusts, taxes and insurance. Our holistic approach integrates all aspects of our client’s financial picture in a coordinated effort to provide financial clarity and multi-generational wealth.
Services Offered Include:
• Insurance Planning
• Beneficiary Review
• Financial Analysis of Present and Future Expenses
• Estate Preservation
• Income Planning
Within a comprehensive retirement plan, all your financial, estate, and tax documentation is gathered into a customized Family Estate Organizer. Our holistic approach ensures that your plan is developed with a comprehensive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.
Keith Heritage and Heritage Financial, LLC, do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we can assist you in finding qualified advisors.
