Heath Prior

Background

About Heath Prior

Heath Prior works primarily with business owners, families and individuals helping them to evaluate their current financial situations, plan with them for their futures and implement various financial solutions.Individual clients utilize Heath’s services for many aspects of personal financial planning including:Financial Planning offered through Cambridge Investment Research Advisors, Inc.• Many clients appreciate the fiduciary nature of a Fee-For-Plan relationship to obtain an assessment of their current financial situation and goals. These clients receive specific and independent financial recommendations with a clearly outlined action plan. When the plan is delivered, clients have flexibility and choice to implement the advice with our firm or their existing advisors.Asset Management offered through Cambridge Investment Research Advisors, Inc.• Stocks, Bonds, Options, Mutual Funds, Fee-Based Asset Management, Alternative Investments, Variable and Fixed Annuities, Alternative Investments, Brokerage Accounts, 529 College Savings Plans, Traditional-Roth-SEP-SIMPLE IRA Accounts, Government Securities, Unit Investment Trusts Buffered Notes and Structured CD’sRisk Management• Life Insurance, Disability Income Insurance, Long Term Care Insurance and Health InsuranceBusiness clients typically have needs Heath helps to meet using some of the following solutions:Financial Planning*• Utilizing a fee-per-hour or fee-per-plan, we work together to analyze your company’s financial needs and goals and develop solutions.Asset Management*• Qualified Retirement Plans (401(k), SIMPLE IRA, Individual 401(k), Pension, Cash Balance)• Non-Qualified Deferred Compensation Plans and Executive BenefitsRisk Management• Buy-sell agreement funding using life and disability insurance• Business overhead expense coverage with disability insurance• Key-person life insurance• Employee BenefitsA native of Buffalo, NY, Heath has called Charlotte, NC, his hometown since 1977.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided on these websites.