Heritage Financial Planning

Welcome to Heritage Financial Planning. Our firm strives to provide excellent financial advice in order that our clients can achieve their financial dreams. When your life savings are at stake, you need a source of advice you can trust. You need a financial advisor who is not swayed by third-party considerations. You need advice which is in your best - not in the best interest of your advisor! In order to maintain the highest level of independence, flexibility and objectivity when creating these strategies, our firm has made a commitment to not sell products. Heritage Financial Planning is a member of NAPFA the National Association of Personal Financial Advisors, the largest association of Fee-Only Financial Planners. Heritage has been featured in nearly every major financial publication including Kiplinger's Personal Finance, Money Magazine, theStreet.com, Newsweek, Business Week, Financial Planning Magazine and numerous newspapers including the Fort Worth Star-Telegram and the Dallas Morning News.