services

What we do

Making good financial decisions can benefit you for the rest of your life, so we carefully approach your retirement planning strategies. With the complex financial and investment landscapes, our team of experienced advisors offer essential insights into navigating fluctuating markets and the ever-changing financial landscape. In addition, we adhere to smart financial planning strategies designed to guide the growth and health of your investments throughout your life.

By offering these comprehensive services, Heritage Estate Planning aims to empower individuals approaching retirement to take control of their financial destiny, ensuring a secure and prosperous future for themselves and their loved ones.

Healthcare Power of Attorney

Trust Package includes:
Revocable Living Trust
Certificate of Trust
Pour-over wills
Last Will and Testament
Financial Power of Attorney
Healthcare Power of Attorney Funding assistance
Retitling of deeds

Financial planning

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals
Basic Will package includes:
Last Will and Testament
Financial Power of Attorney

LIFE INSURANCE

Life insurance is a crucial component of comprehensive financial planning. It provides a financial safety net for your loved ones in the event of your passing. At Heritage Estate Planning, we offer tailored life insurance solutions to suit your unique needs and circumstances. Our experts will guide you in choosing the right life insurance policy that aligns with your financial goals and provides peace of mind for your family's future.

ANNUITY'S

Annuities are financial products designed to provide a steady stream of income during retirement. Our annuity options are structured to offer financial security, and our team will help you navigate the various types of annuities available. Whether you're interested in fixed, variable, or indexed annuities, we can guide you in selecting the most suitable option based on your individual needs and preferences.

RETIREMENT PLANNING

Retirement planning is at the core of what we do. We understand the significance of securing your financial future during retirement. Our team specializes in developing personalized retirement plans that consider your current financial situation, future goals, and risk tolerance. Whether you're just starting to plan for retirement or looking to optimize an existing plan, we provide expert advice and strategies to ensure a comfortable and secure retirement.

Notary Service

As part of our commitment to convenience, we offer notary services to streamline the execution of legal documents. This includes the notarization of various estate planning documents, ensuring that they are legally binding and recognized. Our notary services add an extra layer of assurance to the legality and authenticity of your important documents.

Consultations and Reviews

We believe in a personalized approach to financial planning. Our consultations and reviews are designed to understand your unique needs and provide expert guidance. During these sessions, we review your current financial situation, discuss your goals, and develop a customized plan for financial security. These consultations are not only an opportunity for us to educate you on various financial products and strategies but also a chance for you to actively participate in shaping your financial future.

Affordable Estate Planning, with a Network Attorney:

Estate planning is a critical aspect of securing your legacy and ensuring your assets are distributed according to your wishes. At [Your Business Name], we provide affordable estate planning services in collaboration with a network of experienced attorneys. This includes drafting wills, establishing trusts, and addressing any legal complexities to guarantee a seamless transition of your estate. Our goal is to make estate planning accessible and affordable for everyone.

Why choose Heritage Financial?

We are here to help you

Create

Effortlessly create, customize and settle your estate plan that’s personalized to your needs.

Share

Share, track and access every document with others named in your estate plan.

Maintain

Relish in the ability to maintain and amend your estate plan through life's constant changes.

Settle

Have confidence that your wishes will be properly carried out when the time comes.

start securing your worry-free retirement

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Clients reviews

what our clients say

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Maximo K. Gillian
ENTREPRENEUR

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Maximo K. Gillian
ENTREPRENEUR
Over 50 years of expertise in Financial Planning

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10 Sep 2022

Business

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10 Sep 2022

Business

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10 Sep 2022

Business

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10 Sep 2022

Ready to get started?

Book a free consultation or email us. We would love to speak to you if you have been looking for a trusted provider of wills and estate planning.

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