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Clients Approaching Retirement

Bringing holistic retirement planning services to individuals at or near retirement.

The road leading to your financial independence in retirement can be a bumpy one. Proper navigation is critical to reaching your ultimate destination – a secure and well-coordinated retirement.

Retirement brings a lot of complex choices such as planning for the timing of Social Security benefits, retiree-specific tax planning, making Medicare and other health insurance decisions, and combating the risk of running out of money all while having a coordinated estate plan.

Schedule a 20-minute introductory call

Book a 20-Minute Introductory Phone Call. In 20 minutes we can get to know you – your situation, goals and needs – then outline our process, discuss ways to work with us, and connect you with an advisor committed to helping you pursue your goals and objectives.

Client Centered

At The Heritage Group our team takes the holistic approach to retirement planning. We try to help maximize your life-savings to accomplish your unique retirement goals by coordinating all critical areas of your financial life, including:

What Makes Us Different...

A Better Way to Protect Your Money and Your Future
You’re special and your needs are unique. You want a plan that fits YOU, not a cookie-cutter plan designed to maximize your planner’s efficiency and profits.
The Heritage Group is COMMITTED to helping you understand your options and make educated decisions which provide you confidence throughout your retirement. No one-size-fits-all plans here.
From Holistic Planning to industry-leading expertise, The Heritage Group is a better choice to protect your money and your future.

Schedule a 20-minute introductory call

Book a 20-Minute Introductory Phone Call. In 20 minutes we can get to know you – your situation, goals and needs – then outline our process, discuss ways to work with us, and connect you with an advisor committed to helping you pursue your goals and objectives.

At The Heritage Group, we utilize The Bucket Plan® as a part of our holistic retirement planning process to:

Client Centered

1. Time-segment your investments to achieve immediate, short, and long term goals


2. Create a reliable income stream through retirement


3. Deliver a retirement plan you can actually understand

Request Your Complimentary Copy of The Bucket Plan Book Today:

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