At Heritage Retirement Advisors, we know it can be difficult to distinguish the good from the bad when searching for investment advisors. That's why we've built our practice on delivering the three Ts of investing: teamwork, trust and transparency. With us, you know upfront what you're getting, how much it will cost and how you'll benefit from our expertise.
And our fee-only structure provides a balanced approach to choosing investments and allows us to work in your best interest, unlike commission-based compensation. We know choosing an investment advisor is one of the most important decisions you'll make for you and your family's future. We invite you to explore our site and contact us to find out more about how we can work together to secure that future.
And our fee-only structure provides a balanced approach to choosing investments and allows us to work in your best interest, unlike commission-based compensation. We know choosing an investment advisor is one of the most important decisions you'll make for you and your family's future. We invite you to explore our site and contact us to find out more about how we can work together to secure that future.
Services
At Heritage, our highly trained professionals are intently focused on helping you with all your financial needs, working with you to ensure to your investment and retirement goals are realized.
A CFP practitioner has met the CFP Board's education, examination and experience requirements, which includes completing the CFP academic program, having a bachelor's degree, passing the CFP certification exam, and having at least three years of full-time work related experience.CFP practitioners adhere to high standards of ethical conduct and must meet continuing education requirements to maintain their certification.
A CFP practitioner has met the CFP Board's education, examination and experience requirements, which includes completing the CFP academic program, having a bachelor's degree, passing the CFP certification exam, and having at least three years of full-time work related experience.CFP practitioners adhere to high standards of ethical conduct and must meet continuing education requirements to maintain their certification.
We design a custom roadmap that works for you, whether you need comprehensive advisement encompassing all six aspects of wealth management, or only a select few. Personal financial planning offers a long-term strategy for your financial future, taking into consideration every aspect of your financial situation and how each affects your ability to achieve your goals and objectives.
As a corporate executive, the thought of being laid off late in your career is enough to send you into nauseating, pulse-racing fear - and for good reason. Studies show that 56% of employees over age 50 are fired or forced to quit before they're ready. Which begs the question, do you know what you'd do if you were laid off at age 55?
If you're not prepared for retirement are you be prepared to downsize your lifestyle and your home? We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help. During our discussion, we'll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.
1 Are you compensated by commissions, fees, or a combination of both, if we decide to move forward with a business relationship?. We believe the best compensation arrangement, which has your best interests in mind, is one where you pay a financial advisor an advisory fee, with a declining scale, based upon the size of your portfolio.
Reviews (3)
Lynn Brown
Apr 12, 2021
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We originally started working with Chris because we wanted someone who was more on top of things. Our investments weren’t losing money but they weren’t really making much either. My husband works with Chris’ wife, so we met with him and just really liked him. Chris is very informed, trustworthy, professional, and up-to-date on the market. He's helped us save for retirement. He always calls us to keep us informed on what’s going on with our account if there are any changes. We trust him and always recommend him to our friends.
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Darrel Owen
Jan 25, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Greg provides us with excellent service that is alway rooted in honest educated advice. His knowledge and experience has been able to lower our investment risk to avoid losses while creating a plan that allowed my wife and me to retire on time. We continue to stay on the plan and trust that Greg will be alongside the whole time.
Greg provides us with excellent service that is alway rooted in honest educated advice. His knowledge and experience has been able to lower our investment risk to avoid losses while creating a plan that allowed my wife and me to retire on time. We continue to stay on the plan and trust that Greg will be alongside the whole time.
Gary Trammell
Oct 13, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
“We've been with Greg for over 25 years and have experienced some of the most dramatic market changes in history. Two things that have remained consistent are Greg's loyalty and trustworthiness. Greg is committed to do his best with the risk-level we're comfortable with during our retirement lifestage.”
“We've been with Greg for over 25 years and have experienced some of the most dramatic market changes in history. Two things that have remained consistent are Greg's loyalty and trustworthiness. Greg is committed to do his best with the risk-level we're comfortable with during our retirement lifestage.”
