Focus on Success
You spend your day leading your business to achieve its goals.
But you have goals for your family and your personal legacy, too. We can help.
We act as our clients’ financial stewards, helping them to build a financial legacy that represents their hard work and personal achievement. We implement strategies to maintain and protect their assets, while also proactively identifying wealth-creation opportunities.
Outsource your wealth management to us, so that you can focus on family and work.
Comprehensive executive financial planning.
- Equity incentive plans
- Non-qualified deferred compensation plans (NQDC)
- Supplemental executive retirement plans (SERPS)
- Supplemental long-term disability plans
- Executive long-term care plans
- Executive financial planning
- Executive and key person life insurance
Focus on what matters most.
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This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV, AK, AR, HI, IA, ID, KS, KY, LA, MN, MO, MS, MT, ND, NM, NV, OK, PR, RI, SD, UT, VT, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Heritage Financial Consultants
307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033 F: 410-785-0044
Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Not all registered representatives with our firm are able to offer advisory services.
Committed to your success.
CRN-6989278-090524
© Heritage Financial Consultants, LLC