case studies

We can help you take control of your finances wherever you are in your journey. Here are six real-world examples.

Corporate Executive in a Demanding Job

Fifty-two year old corporate executive in a very demanding, time-consuming job, came to us when he and his wife realized that their financial lives were too complex and they needed help.

More >

Young Wealth Accumulator

A young business owner’s accountant introduced him to us because he was accumulating a lot of cash without an investment plan.

More >

Dealing with the Financial Challenges of Divorce

After just going through a difficult divorce, a woman came to us on the recommendation of her father. She had limited knowledge of her finances and was concerned about the well-being of both herself and her children.

More >

Business Owner Looking to Monetize

A business owner came to us after receiving an offer to purchase his business.

More >

Professional Couple Seeking Second Opinion on Investments

A business acquaintance of one of the executives at Heritage Financial referred this couple to us. They were looking for a second opinion on their investment portfolio and verification of their ability to retire comfortably.

More >

Retired widow relocating to Florida

After losing her spouse, client wanted to explore the option of moving to Florida.

More >