Working with our team gives you additional perspective.
Consider our team of professionals as a well-oiled machine working for you.
Our main objective is to have our customers make educated decisions. We provide viable options that allow the freedom to make choices and not be forced-fed one particular idea or plan. In most industries, service providers only help you with one aspect of your life, the one they specialize in. You go from professional to professional hoping you can piece enough information together to make good decisions about your life and goals, leaving no gaps in between. Unfortunately mistakes are made and those gaps you tried not to create have now cost you time and money. At Heritage, we have a different perspective on what it is to help our clients. We take a holistic approach, becoming the epicenter of your life plan. After consultation and the creation of your plan, our Living Benefit Specialists connect you with the appropriate professional to successfully carry out that plan. They help you every step of the way ensuring no gaps arise and offset the risk of making costly mistakes. Your personal Living Benefit Specialist keeps your priorities at the forefront, and that is important.
We have established strong working relationships with professionals that meet our highest level of business standards. Industry specific examples would be CPA's, Elder Law Attorneys, Real Estate Brokers, Mortgage Brokers, Credit Repair Specialists, Investment Bankers, Solar Energy Companies and Business Advisers. After all, isn't it better when all those working on your 'life plan' have a full understanding of your goals and how to properly address them? We feel that way too.
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Living a better life is about more than just money. It's about family, life, health, prosperity in your talents, but most importantly, peace of mind!