Defining a legacy can often feel like attempting to capture something that is intangible. In our practice, the bonds we form with our clients are often defined by a shared vision of continuity of one’s life work. This is how our organization is structured, and oftentimes forms the basis of how we aid our clients in critical decision making.
Practically, in financial parlance, the concept of leaving a legacy is often synonymous with estate planning. But philosophically we believe that one’s legacy can be expanded beyond the traditional X's and O's. We help our clients leave a daily legacy, in their everyday decision making as well as the major life decisions that often arrive unscheduled.
Since our founder's start in the industry over 30 years ago, our advisors' faith in the importance of legacy has been fundamentally entwined in our belief that sound financial decision making can be a cornerstone of a prosperous life. The choices one makes with that prosperity is how they shape their ultimate legacy in a fulfilling way. At Heritage Advisory Group, that is how we define a legacy, and we take great pride in leaving our legacy by helping as many people as we can along the way.
-The Heritage Advisory Team
Strategy and Management
Our advisors' approach always starts with a comprehensive evaluation of clients uniquely individual needs, wants, histories and circumstances. We then customize and design an approach to provide the best probabilities of meeting goals and objectives, whether it is retirement planning, education planning, charitable inclinations, legacy designs or other special situations.
In coordination with investment approaches, our advisors review and plan for tax sensitivity, asset protection needs including Life, Disability, Long Term Care and other liability insurances, as well as thoroughly review Trust and Estate Planning. They look ahead to include reviews of spousal needs planning, lifetime gifting desires and all special situations that may require additional focus.
Developing a long term working interactive relationship based on trust is paramount towards ongoing wealth management success. Our advisors work directly and strategically with your outside legal and tax advisors for a concise and unified approach geared toward your comprehensive success. We feel it is also critically important that our advisors work in concert with family members and the next generation, to be an integral part of the ongoing care and smooth continuity process that enriches legacies for generations.