Our Services

At Heritage Financial Services we have developed partnerships with many different financial professionals in order to be able to assist our clients with all aspects of Retirement Planning. Along with our partners we are able to provide the following services:

• Retirement Accounts:
  • 40l(k) Plans
  • IRA's
  • Roth IRA and Roth 401(k) Accounts
  • SEP and SIMPLE Accounts
  • Defined Benefit & Money Purchase Pension

  • Profit Sharing Plans

  • Fixed, Indexed, and Variable Annuities
  • Portfolio Management
•  Business Planning
  • Business Succession and Continuation Planning
  • Employee Benefit Planning
  • Key Person Insurance
  • Executive Benefits Planning
  • Accounting Services
  • Business Legal Services
• Insurances
  • Life Insurance Planning
  • Disability Insurance
  • Property & Casualty Insurance
  • Health Insurance
• Estate Planning
  • Charitable Gifting Planning
  • Trusts
  • Wills 
• Legal Services
  • Asset Protection
  • Corporate & LLC Formation & Consulting
  • Contracts & Documents 
• Mortgage Services