Your Personal CFO.
As a successful executive, you lead a busy life communicating, collaborating, and strategizing.
You have constant demands on your time, both at work and at home. When it comes to managing your financial affairs, have you put in the time and obtained the resources necessary to build and implement a total wealth plan?
Executive financial planning.
Whether optimizing your tax and risk management strategies or offering new ideas for wealth creation, our comprehensive, proactive approach as your CFO will:
Utilize our six-step financial planning process to help you focus on your family and work, while we focus on details such as asset management, estate tax, and risk management planning.
Review your corporate and executive benefits, including stock options, SARs, restricted stock, and non-qualified deferred comp plans.
Assist you in developing a complete view of your financial situation and identify gaps and areas for growth and improvement.
Coordinate with all of your key advisors, such as your attorney and accountant, to help improve your planning outcomes.
Assist you in implementing, updating, and maintaining your wealth management plan.
Who We Are
What We Do
Who We Serve
We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Puerto Rico.
Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin.
Heritage Financial Consultants
307 International Circle
Hunt Valley, MD 21030
P: 410-785-0033 F: 410-785-0044
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.
Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.
Lincoln Financial Advisors and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Committed to your success.
© 2020 Heritage Financial Consultants, LLC