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    Home » Wealth Management » What is Wealth Management

    What is Financial Planning?

    (What is Wealth Management?)

    Comprehensive financial planning means looking at all of the pieces that make up your current financial position — taxes, insurance products, investments — and putting them together to create one unified strategy that goes beyond simply investing or estate planning.

    Using a team approach, we’ll work to help you bridge the space between where you are now and where you’d like to be.

    Unfortunately, while many people begin the process of planning their financial future, not as many see it through to fruition. While there could be countless reasons for this, we believe the main ones are lack of clarity and advisor bias.

    Without a unified team of legal, tax and financial professionals, you could be left with contradicting solutions that leave you wandering in circles. At Heritage Financial Advisory, we seek to eliminate the confusion and frustration by gathering input from each of these areas to form a clear financial strategy that is in line with your best interest.

    » Next: What is a fiduciary?

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Heritage Financial Advisory are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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