CREATING PERSONALIZED FINANCIAL STRATEGIES I hold Educational Workshops to Expose the Truth about Retirement Planning. Our mission is to provide you with financial strategies that may create financial clarity and improve your quality of life. Making a strong commitment to families nearing or already enjoying retirement and building a lifelong relationship with them are tenets of our success.It all starts with a financial discovery with you. After that, we help analyze your personal financial situation — income, expenses, liquidity needs, and retirement goals — and then help you create a retirement income plan that is unique to your situation.

Our firm takes pride in providing comprehensive retirement strategy services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.Just imagine a complete strategy, where your financial, estate, and tax needs are addressed to meet your unique goals, needs, and objectives. This is your comprehensive retirement strategy. Our coordinated approach ensures that your strategy is developed using an all-inclusive 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.Heritage Financial Retirement & Insurance Strategies does 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 will partner with local CPA firms to provide tax services.

Created plans for new marketing opportunities. Developed relationships with outside sources. Cold calling potential clients, daily followup calls, and handling inbound calls. Self generated new business.