What we do

Making good financial decisions can benefit you for the rest of your life, so we carefully approach your retirement planning strategies. With the complex financial and investment landscapes, our team of experienced advisors offer essential insights into navigating fluctuating markets and the ever-changing financial landscape. In addition, we adhere to smart financial planning strategies designed to guide the growth and health of your investments throughout your life.

By offering these comprehensive services, Heritage Estate Planning aims to empower individuals approaching retirement to take control of their financial destiny, ensuring a secure and prosperous future for themselves and their loved ones.

Why choose Heritage Financial?

We are here to help you


Effortlessly create, customize and settle your estate plan that’s personalized to your needs.


Share, track and access every document with others named in your estate plan.


Relish in the ability to maintain and amend your estate plan through life's constant changes.


Have confidence that your wishes will be properly carried out when the time comes.

start securing your worry-free retirement

Clients reviews

what our clients say

I worked with Dixie Matl to gain a better understanding of the entire process and she was able to clearly explain everything and answer all my questions. She was also an absolute pleasure to speak with, she is very knowledgeable of the process and very patient in answering all my questions.

Tyler B.

It has been a pleasure working with this group, Heritage Financial Plan is timely, accurate, and thorough. In addition, the communication and responsiveness is always appreciated! We would recommend working with Heritage Financial Plan!

Jan H.

I thought Dan did an excellent job doing a restatement of our revocable trust. He responded quickly to questions and clarifications when asked. The process went smoothly and without stress.

Joseph S.

Heritage Financial Plan helped us a lot in taking care of all the necessary documentation needed for our estate planning. They provided the legal assistance we needed and followed up with a binder that contained all of our estate documents in one place. Best of all, they provided these services for a very affordable price. We couldn't be happier with our relationship.

Max L.

Earlier this year my wife and I received delivery of our Estate Plan which included documents for a Revocable Living Trust, Wills, and financial and medical Powers of Attorney, etc. These documents were reviewed and subsequently approved and notarized as needed. We were very pleased with the documents, but also the professionalism we experienced all along the process by Dixie and her associates. All aspects went very well and was very helpful. The attorney later returned our call right away to follow up on a couple questions we had. Thank you Heritage Financial Plan for not disappointing us in this endeavor. I highly recommend them.

Stephen M.

Dixie is extremely passionate about helping people avoid the expensive and frustrating process of going through probate. She has an organized system that is thorough and easy to follow, and holding meetings via Zoom was a huge plus. Both Dixie is very personable and easy to work with. This process has lifted a huge weight off my shoulders and has given both me and my sons peace of mind. I would recommend everyone give the Heritage Financial Plan a call and see what they can do for you.

Kathy S.

We were extremely pleased with everyone we worked with at Heritage Financial Everyone we talked to was professional and respectful. Our consultant, Dixie Matl was very knowledgeable about the entire process and was able to answer our numerous questions. The final package was very comprehensive and even better than we thought it would be. Very organized and detailed. Can't say enough about how happy we are with service and product! Overall, outstanding experience! I would highly recommend Heritage Financial for estate planning.

Dave & Glenda H
Over 50 years of expertise in Financial Planning


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