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Each family’s situation is unique, but most of us have similar needs. We must:

  • ensure that our loved ones are taken care of,
  • cover future college and related expenses,
  • see that our assets are protected,
  • prepare for retirement, and
  • see that our belongings are appropriately distributed when we are no longer around.

Businesses, too, have very specific needs that include:

  • strategic business planning,
  • retirement planning, both for the business owner and for employees,
  • arrangement of employee benefits such as their 401(k) plan, and
  • preparing for sale of the business or for a buyout.

Heritage Investors works with families and business owners alike to ensure that your needs are taken care of and your future is assured.