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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Heritage Financial, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Heritage Financial we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our disciplined, time-tested investment management process is driven by our team of research analysts and our Investment Committee. Learn More

Personal Risk Management

Your wealth advisor works with our team of Insurance Specialists to identify risks which could tremendously impair your financial situation.  Learn more

Tax Planning

Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.  Learn more

True Wealth and Financial Planning

Our team of professionals will design a plan to evaluate your current financial situation and direct you toward true financial freedom.  Learn more

Wills, Trusts and Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Learn more

Private Trust Services

Our trust services team can provide your family with professional guidance for multiple generations. Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Personalized Wealth Management

Heritage Financials’ mission is to empower our clients to achieve financial freedom through education, communication and service. For over 25 years our clients have enjoyed our trusted services –organizing towards their goals and allowing them time for what matters most. From our location in Green Bay, we serve clients across more than 20 states.

Contact one of our wealth advisors to request a complimentary consultation.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Partners

Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Location

Headquartered in Green Bay, WI, Heritage Financial has clients across the state. Contact us today to speak with a wealth advisor or financial professional.

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Insights

Heritage Financial’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

WMC china sales
Market Commentary
Weekly Market Commentary – November 18, 2019

The S&P 500 continued to edge higher and closed Friday at another all-time high. News that U.S.-China trade negotiations continued to progress kept markets moving higher. U.S. economic news was mixed. Retail sales missed expectations but have still grown more than 3% over the last 12 months.

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Blog
The Financial Cost of Adoption

By Elizabeth Stangel November is National Adoption Month, a month dedicated to celebrating successful adoptions while also bringing attention to a large number of children still in foster care waiting for their forever families. National Adoption Month was first started as Adoption Week by Massachusetts Governor Mike Dukakis in 1976. From there President Ronald Reagan started the first National Adoption Week in 1984 which eventually led to President Bill Clinton dedicating the entire month of November as National Adoption Month in 1995. Every November is now dedicated to children and young adults in the foster care system searching for permanent,...read the full article

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forbes
News
4 Ways To Improve Your Estate Plan

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

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Donor-advised fund, 2019
Monthly Newsletter
How to Maximize Your Giving with a ...

Many of us have memories of family giving practices. For some, it was that dime from your allowance that your parents said goes to the church. For others, it was the yearly (or more often) volunteering trip to help out at the local mission/soup kitchen. Or it might have been a policy of giving one toy to Goodwill for every new one you received as a gift. 

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Q4 2019
Video
Quarterly Market Outlook: Q4 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Infographic
Small Business Owners

199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.

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Blog post
  • Compounding Wealth (and Wisdom)

    No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.Read more

Weekly Market Commentary
  • Weekly Market Commentary – November 11, 2019

    Last week was quieter following the multiple major data releases and Fed meeting the previous week. England and Australia left interest rates unchanged. U.S. and Chinese trade data showed both economies continue to struggle with the effects of a trade war.Read more