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Heritage Financial, LLC

Home
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How We Help
Who We Help
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Publications
Contact
Client Access
Your Financial Journey: Planning Shines Through the Madness
March 20, 2024
David K. Morton, III, CEPA®
Your Financial Journey: Planning Shines Through the Madness
David K. Morton, III, CEPA®
March 20, 2024

Your Financial Journey: Planning Shines Through the Madness

David K. Morton, III, CEPA®
March 20, 2024

Tagged: financial planing, March Madness, Market volatility, tax management, social security, Legacy Planning

Newer PostSunshine and Savings Plans
Older PostThe Next Chapter: Heritage Financial Names New CEO
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7001 Heritage Village Plaza, Suite 190, Gainesville, VA 20155
Office: 703-754-1233 | Fax: 703-754-2122 | ADV | Form CRS

Disclosures
Financial advisory services offered through Heritage Financial, LLC (HF) a Registered Investment Adviser.  HF does not give tax or legal advice. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation or diversified portfolio investing, can guarantee a profit or protect against loss in periods of declining values. HF does not guarantee future financial results.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.