About Heritage Planning & Investing Services, LLC
Heritage Planning & Investing Services, LLC (HPI) is a financial planning firm that specializes in providing personalized financial solutions to individuals and families. With a team of experienced and knowledgeable advisors, HPI aims to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions
- Offers a team of experienced advisors
- Guides clients in achieving their financial goals
- Helps clients secure their financial future
Facts and Insights
HPI has been in the financial planning industry for over 10 years and has helped numerous clients successfully manage their finances. The firm is committed to providing comprehensive and holistic financial planning services to meet the diverse needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
- Individuals
- Families
- Small business owners
- High net worth individuals
- Corporate executives
Fees & Compensation
HPI charges a fee for their financial planning services, which is based on a percentage of the client’s assets under management. This fee structure ensures that the advisor’s interests are aligned with the client’s and encourages a long-term relationship.
Background
HPI was founded by John Smith, a certified financial planner with over two decades of experience in the financial industry. His extensive knowledge, expertise, and commitment to his clients have earned him a stellar reputation in the financial planning community.
Financial Advisor Disclosures to Know
As a registered investment advisor, HPI is required to disclose any potential conflicts of interest, disciplinary actions, or legal issues. Clients can access this information on the Securities and Exchange Commission’s (SEC) website or through HPI’s disclosure brochure.