As a leader, you have both short- and long-term goals for your business.
We can help.
Benefit from our deep experience and exceptional service in corporate financial planning. We use our many years of experience working with corporations of all sizes to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective.
Partner with us to pursue your goals.
Employer-provided benefit programs.
- Executive compensation and benefit strategy
- Succession planning
- Risk management and insurance
- Employee benefits
- Executive and key person life insurance
- Qualified plan design
- Corporate financial planning
- Tax planning strategies
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, Arkansas, 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