Heritage Harbor Financial Associates
Creating Financial Objectives to Help Achieve Your Goals
5.0
We help investors develop and implement financial solutions through an in-depth, holistic approach to wealth management.
About
Heritage Harbor Financial Associates provides a comprehensive, holistic approach to wealth management, integrating investments and asset management, estate conservation strategies, life insurance solutions, and retirement income planning. The firm's process includes personal consultations to establish goals, data gathering, analysis, strategy development, implementation, and ongoing monitoring.
They collaborate with tax and legal professionals to ensure customized solutions that protect assets, avoid probate, and minimize estate taxes. Services are tailored to individual financial lives, with a focus on long-term financial success and client education.
Services
Investments and Asset Management
Growth strategies for financial goals using a six-step financial planning process: establish goals, gather data, analyze data, develop a plan, implement the plan, and monitor the plan.
Estate Conservation Strategies
Strategies to ensure estate wishes are met, including long-term care planning, special needs planning, Medicaid planning, legal documentation, and asset protection.
Life Insurance
Access to multiple life insurance companies, mortgage and income protection, annual beneficiary reviews, customized solutions, and funding buy-sell agreements for small business owners.
Retirement Income Strategies
Strategies to address post-retirement financial planning, including annual reviews, income streams, inflation offset, tax efficiency, and social security analysis.
Credentials & Certifications
Reviews
