Corporate Executive Services
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 reduction strategies, and risk management planning.
Review your corporate and executive benefits, including stock options, Stock Appreciation Rights (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.
The Benefits of Executive Financial Planning.
Saves Time
Designed for Greater Efficiency
Manages Risk
Provides a Roadmap for Future Decisions
Provides a Sense of Security
A confident financial future.
Schedule a short conversation with one of our advisors to simplify your life and begin the planning process.
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Katherine Armstrong CA Insurance License #4317524, Paul Baader CA Insurance License #0F61072, Regina Beatty CA Insurance License #1811881, Brian Gracie CA Insurance License # 0E24594, Julian Grubbs CA Insurance License #4373155, Brian Horn CA Insurance License #0F01680, Andrew Horowitz CA Insurance License #4480405, John McCarthy CA Insurance License #0D85649, Marc Neumann CA Insurance License #0F19982, Elizabeth Paal Goss CA Insurance License #4316724, Stacey Spedden-Irrgang CA Insurance License #4047232, Jay Spies CA Insurance License #0I98536.
Jay Spies AR Insurance License #13949343, Paul Baader AR Insurance License #7046113
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
Unless otherwise identified, Associates on this website are registered representatives of Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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.
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