Our Services

At Heritage Advisors, LLC, we provide expert assistance in the following areas:

Planning

 A financial plan is never finished. In our experience, once we get a plan in place, things often can change very quickly! Taxes, laws, employment status, markets, health- all of these things can change unexpectedly, which can turn a financial plan upside down. However, financial planning is a constant process, where we work with our clients to adapt to changes and alter planning accordingly. We help you Navigate Your Financial Future!

Products

We have seen very few “bad” investments or insurance products, but we have certainly seen “bad placement” of products in clients’ portfolios. As a Fiduciary firm, whether our clients own stocks, bonds, annuities, mutual funds, or insurance policies, our greatest concern is making sure the products they own fit their unique situation and needs.