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Heritage Planning Financial Group, Inc.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Sound Financial Strategies For Today's Markets

Our purpose here at Heritage Planning Financial Group, Inc. is to simplify the financial decision making portion of our clients' lives. We do that by providing as much information and advice as you need to make decisions relative to your financial life plan. That plan for each of us has major components. It has an accumulation phase, a growth phase and a distribution phase. Decision making is hard enough without having to contact many different sources and trying to figure out which is the most important priority at that time. There are tax considerations, investment decisions, insurance input, and real estate decisions just to name a few. We put as many of those resources together for you under one roof for your easy access. For example, our office is led by an experienced tax accountant. No decisions are made without considering the impact of Uncle Sam. We, as a group, act as coach for you, the quarterback, who is ultimately responsible for the financial game plan.

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Your Road-Map To Endless Horizons

This site is designed to be used as a resource, another method for you to acquire information. Please feel free to research investments, obtain stock quotes, review stock charts and use one of our many financial planning calculators or review any number of articles on topics of interest. You can also see how the Dow, NASDAQ and other major indices performed today. You can do your own research of just call and ask us. We are a service business and want to meet or exceed your service expectations by providing access to products and services which best serve the needs of you and your family. Our professionalism, competence, and continuing education and research will be put in your service.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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