When you reach your 40s and 50s and are at the height of your career, you likely arrive with a sense of accomplishment—and limited time to keep everything in check. You may wonder if you are saving enough for retirement. You want to make sure you’re protecting your wealth and your family. And you know your future should be a priority, but you also need to make sure your children can afford college.

How do you make the right choices about these seemingly competing concerns without losing your focus on family and career?

Common Questions

  • Are we saving enough to achieve the retirement we want?

  • How can we reduce our taxes?

  • Should we take on more investment risk—or less—to meet our retirement goals?

Financial Planning to Give You Back Your Time

At Heritage Financial, we help business owners, executives, and other professionals organize their finances and attain their goals. By building a detailed financial plan that addresses all your concerns—from your retirement to your children’s college years—we strive to give you both peace of mind and freedom to focus on the other areas of your life.

We start with our LifeMap Discovery Process, which explores the goals, values, and concerns that become the foundation for your prioritized financial plan. Our fiduciary RIA firm will work with you to:

  • Determine whether your savings are on track for your ideal retirement

  • Plan for your children’s financial needs without sacrificing your future

  • Budget for second homes and other lifestyle purchases

  • Review potential risks to career and family and making recommendations to mitigate those risk

  • Lay the groundwork for your retirement such as planning for a business sale

The financial planning you receive is an ongoing process. We will meet with you regularly to make sure you and your plan remain on track, and we encourage you to reach out in between meetings whenever you have a question or need.


We offer a complimentary introductory conversation to discuss your situation
and explore how we can help you.