Customized Financial Planning

At Heritage Wealth Managers, we believe in clarity and intention. When you meet with our team, we want to get to know you. We want to know about your life today, tomorrow and your dreams for the future. We want you to give us much information as you can, so we can clearly understand the LIFESTYLE you want for you and your loved ones. You may be surprised at what we discover together during this process.

The result of this is a specifically tailored plan based on your priorities, and your priorities alone. This individually designed financial plan will help you achieve your goals, and a secure happy retirement. How long it takes to create your plan depends on the complexity of your specific situation. At the end of this process however, you’ll be feeling confident about what you really want and excited about the plan we have laid out together.

When we tailor a customized financial plan for you, we review elements including:

• Cash flow management
• Retirement income maximization
• Wealth creation and management
• Investment strategies
• Legacy and estate planning
• Tax planning
• Debt management
• Personal insurances
• Financial plan reviews