Broker Check

Our Firm

Heritage Planning Financial Group, Inc. was founded by Paul Brown and Bruce Boyd. Paul has been an EA (Enrolled Agent) for over 30 years and a CFP® (CERTIFIED FINANCIAL PLANNER™) for over 20 years. Bruce has been in the financial services field for over 15 years, and a small business consultant for over 25 years now. Both Paul and Bruce also have the CEA designation (Certified Estate Advisor). Combined, they have over 50 years experience in the areas of comprehensive financial planning, taxes, insurance, asset management and property and business ownership. Along with a very competent and experienced staff, Heritage Planning continues to provide sound tax planning and financial services.

We want long term clients. It takes many meetings and lots of time from both of us before we understand your complete financial picture. The relationship of expectation and trust is everything in this business. We work hard to earn and maintain that special relationship. Primarily, our new clients come to us as referrals from our satisfied clients that feel it important to let their friends know what is available to them in this area.

Through our continuing research, we will always be aware of new tax law changes and the effective use of existing laws. This plays an integral part of our planning process. For example, many of the recently enacted tax changes are scheduled to go away in the year 2011. What happens then? How do you make plans? We can help you with all of those questions.