About Heritage
Our Business Philosophy
People today are seeking easier, smarter ways to buld their assets and achieve their financial goals. We are committed to providing sound planning-based financial services to help you achieve these goals.
Our planning-based approach will help you:
 |
Organize your finances and assets |
|
Determine your financial objectives and risk tolerance |
|
Reduce risk by developing an asset allocation strategy |
|
Make smarter financial decisions by reviewing your plan |
Our Mission Statement
Heritage Financial Services, LLC strives to be one of the premier fee-only financial planning firms for the middle class in the Southeast. We work primarily with small business owners, families and individuals who are prepared to assume responsibility for their own financial well being.
Our goal is to build and maintain long-term relationships based upon integrity and trust.