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.