Broker Check

Heritage Financial Partners

(920) 435-8436

Never Heard of Us Before?

If you haven’t we’re not surprised. We do very little advertising or marketing – no seminars, no mailings, no ads. We don’t ask our clients to give us a list of friends and family we can call. The way we gain new clients is when our existing clients refer their family and friends to us. We earn these referrals by serving our clients well, by providing solid results and doing what we say we’ll do.

Retirement is inevitable; a comfortable retirement takes planning.

We’re known for our proactive risk management style of investing, but some of the biggest impacts we’ve made for clients has been in other aspects of their lives. Paying too much in taxes, heirs inheriting less than they might have, not being protected from the ravages of long-term care costs and other mistakes can devastate your savings as much as, or more than, poor investment returns.

Failing to plan is planning to fail.

Tax planning, estate planning, retirement planning, and risk management are part of our holistic processes. These are all part of a successful financial future and all are interdependent. We work as a team with our client’s attorneys, insurance agents and accountants to provide holistic financial management and planning.