Heritage Financial Services LLC

About

Helping individuals, families, and small businesses create sound financial strategies to protect and accumulate wealth.

Story

Our Philosophy

At Heritage Financial Services, LLC we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into consideration their entire financial picture. By taking the necessary steps to position themselves for pursuing their financial goals, our clients can gain greater confidence in their future financial prosperity.

Each client is approached as an individual with unique needs and expectations. Our basic philosophy has not changed over decades of service. We listen to our clients. This personalized approach helps make Heritage Financial Services a positive resource in developing, implementing and maintaining a business or individual financial strategy. Through our recommendation process, we assist clients in selecting the product and services that make the most sense for their situation. We promote a "buy and hold" strategy based on proper asset allocation with selected money managers. Studies have shown that this strategy yields better results over time than attempts to "time" the market. Past performance is not indicative of future results. As an independent organization, we are positioned to provide objective advice. In addition, we have developed strategic relationships with companies who share in the belief that success is dependent upon placing the long-term interests of our clients above our own. Through the joint efforts of these strong relationships, we are able to provide better service to the clients of Heritage Financial Services, LLC.

Our Process Includes Five Basic Fundamentals:


Establish a Safety Net of Cash and Insurance

Get Started Early and Accumulate Money Systematically

Reduce the Impact of Income Taxes

Lower the Risk With Minimal Impact on Return

Build a Portfolio Which Matches Your "Personal Profile"

Impressum

Our Philosophy

At Heritage Financial Services, LLC we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into consideration their entire financial picture. By taking the necessary steps to position themselves for pursuing their financial goals, our clients can gain greater confidence in their future financial prosperity.

Each client is approached as an individual with unique needs and expectations. Our basic philosophy has not changed over decades of service. We listen to our clients. This personalized approach helps make Heritage Financial Services a positive resource in developing, implementing and maintaining a business or individual financial strategy. Through our recommendation process, we assist clients in selecting the product and services that make the most sense for their situation. We promote a "buy and hold" strategy based on proper asset allocation with selected money managers. Studies have shown that this strategy yields better results over time than attempts to "time" the market. Past performance is not indicative of future results. As an independent organization, we are positioned to provide objective advice. In addition, we have developed strategic relationships with companies who share in the belief that success is dependent upon placing the long-term interests of our clients above our own. Through the joint efforts of these strong relationships, we are able to provide better service to the clients of Heritage Financial Services, LLC.

Our Process Includes Five Basic Fundamentals:


Establish a Safety Net of Cash and Insurance

Get Started Early and Accumulate Money Systematically

Reduce the Impact of Income Taxes

Lower the Risk With Minimal Impact on Return

Build a Portfolio Which Matches Your "Personal Profile"