Comprehensive estate planning must incorporate solid tax planning. Every aspect of your estate plan is integrally connected to your tax planning.
Heritage Strategies simplifies the process by initially determining our clients’ financial objectives, in conjunction with our clients’ advisory team, to determine the most efficient and cost effective strategies.
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Heritage Strategies LLC is independently owned and operated. Heritage Strategies LLC is a Member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck