Help Protect and Grow Your Investments
You are building your business.
You are also building your personal legacy. We can help.
We work with business owners to manage risk, evaluate and implement programs to attract and retain talent, and make informed recommendations to ensure the success of their life’s work. From helping to establish new businesses to outlining exit strategies, we take a holistic view – providing the big-picture perspective required to efficiently execute a long-term financial plan.
Comprehensive executive financial planning for business owners.
- Executive compensation and benefit strategy
- Succession planning
- Employee benefits
- Executive and key person life insurance
We are committed to your success.
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This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV, AK, AR, HI, IA, ID, KS, KY, LA, MN, MO, MS, MT, ND, NM, NV, OK, PR, RI, SD, UT, VT, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Heritage Financial Consultants
307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033 F: 410-785-0044
Unless otherwise identified, Associates on this website are registered representatives of Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Not all registered representatives with our firm are able to offer advisory services.
Committed to your success.
© Heritage Financial Consultants, LLC