{"id":23,"date":"2015-09-11T10:53:32","date_gmt":"2015-09-11T15:53:32","guid":{"rendered":"http:\/\/gpswp.com\/heritagefinancial-us\/?page_id=23"},"modified":"2019-05-21T10:38:31","modified_gmt":"2019-05-21T15:38:31","slug":"retirement-strategies","status":"publish","type":"page","link":"https:\/\/gpswp.com\/heritagefinancial-ins\/retirement-strategies\/","title":{"rendered":"Retirement Strategies"},"content":{"rendered":"<p>Our firm takes pride in providing comprehensive retirement strategy services to our clients. We review our clients&#8217; wills, estate plans\/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients&#8217; financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.<\/p>\n<p>&nbsp;<\/p>\n<div class=\"vid-box \"><iframe src=\"\/\/player.vimeo.com\/video\/253303389\" width=\"640\" height=\"360\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<p><strong><div class=\"well \">We offer:<\/strong><\/p>\n<ul>\n<li><strong>Insurance Planning <\/strong><\/li>\n<li><strong>Beneficiary Review <\/strong><\/li>\n<li><strong>Retirement Strategies <\/strong><\/li>\n<li><strong>Financial Needs Analysis <\/strong><\/li>\n<li><strong>Analysis of Present and Future Expenses <\/strong><\/li>\n<li><strong>Estate Preservation<\/strong><\/li>\n<li><strong>Income Planning<\/strong><\/li>\n<\/ul>\n<p><strong><\/div>\u00a0<\/strong><\/p>\n<p>Just imagine a complete strategy, where your financial, estate, and tax needs are addressed to meet your unique goals, needs, and objectives. This is your comprehensive retirement strategy. Our coordinated approach ensures that your strategy is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients&#8217; needs are best met by focusing on processes and most importantly, people.<\/p>\n<p><em>Heritage Financial Retirement &amp; Insurance Strategies does not provide tax and\/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our firm takes pride in providing comprehensive retirement strategy services to our clients. We review our clients&#8217; wills, estate plans\/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients&#8217; financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth. &nbsp; &nbsp; \u00a0 Just imagine a complete strategy, where [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":90,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Retirement Strategies - Heritage Financial Retirement and Insurance Services<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gpswp.com\/heritagefinancial-ins\/retirement-strategies\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Retirement Strategies - Heritage Financial Retirement and Insurance Services\" \/>\n<meta property=\"og:description\" content=\"Our firm takes pride in providing comprehensive retirement strategy services to our clients. 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