Heritage Financial Planning, LLC

  • Financial Advisor
  • Financial Services
  • Insurance
234 S. Main Street
Suite 1
Goshen, IN 46526
(574) 606-4406
(855) 351-1921
  • About

    Heritage Financial Planning, LLC is a Professional, Independent firm specializing in the areas of Income Planning, Asset Protection, Wealth Management, Tax Reduction, and Wealth Distribution and Transfer. While staying very knowledgeable and up to date on the latest successful strategies and ideas in an ever changing world, our philosophy in investing is to keep it simple, fun, and exciting. Our passion is to assist our clients by helping them protect and preserve what they have worked so hard to accumulate along with developing a plan to create new wealth while living happily, successfully, and free from worry and fear. Then, of course, passing their success to their heirs leaving a legacy for generations to come.