Helping You Give Back
You may be the last of the family line and have decided to leave your legacy and assets as a charitable organization. Discussing with a specialized financial advisor would assure your philanthropic efforts can thrive long after.
There is something fulfilling about giving to those who need, but how do we do so to best suit you? Each of our advisors follow the fiduciary standard. As such, we will place your interests ahead of our own when providing professional services. Our team is dedicated to planning for a future that empowers you to live your best life and to do so with confidence. You will work closely with these advisors to build, monitor and maintain a comprehensive legacy strategy that can include Family Planning, Charitable Gifting and creating a Foundation in your name. Find confidence in living and giving unlike most people to find unmatched fulfillment for your hard work. You can make an impact that spans generations; let’s start planning towards that goal and start preparing your legacy today.
At Heritage Wealth Solutions, we provide professional assistance in a wide variety of areas. However, our sevice areas of specialty can be easily divided into three main categories: Investments, Financial Planning, and Insurance.
Chris Hilyer RICP, CAP