Financial Counseling for Families

At Heritage Financial Counselors, our experienced financial advisors provide counseling to families with multigenerational planning needs. Effective financial counseling aims to give you the education and resources you need to prepare for the life that you envision for yourself and your family. And as you experience life transitions – some planned, some that you could not have anticipated – you can rely on us to be empathetic listeners and knowledgeable counselors, providing you and your family with independent financial guidance to help you meet life’s challenges.

Holistic Financial Planning Process

Holistic Financial Planning Process

Sincere, empathetic listening is critical to our ability to provide you with sound financial advice. We begin our financial planning process by listening to your story so that we can understand the issues and concerns that prompted you to seek independent financial counseling.

Integrated Financial Planning Approach

Integrated Financial Planning Approach

Our financial planning approach focuses on aligning your financial resources with your vision of retirement. Your comprehensive financial plan integrates six key areas: life planning, retirement planning, estate planning, tax planning, insurance planning and investment management.

Thoughtful Investment Management Strategies

Thoughtful Investment Management Strategies

Financial objectives that you hope to achieve in the short term require different investment strategies than longer-term goals. As financial counselors, we provide investment management strategies and portfolio recommendations tailored to fit your financial plan.

Financial Planning

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