Estate Planning: Protect Your Assets

Retirement Planning: Preserve Your Income for Life

The definition of a perfect retirement is having more income than you need to last you the rest of your life and to ensure you’re not at risk of outliving your money. We want to make your dreams and goals the focus of your retirement. With a customized retirement roadmap, you will know where you stand right now and where to adjust to help you achieve the financial freedom you desire. People are living longer these days, and we believe you need an efficient and effective plan tailor-made to your unique situation, built to last your lifetime and beyond.

Tax Planning: Reduce Your Income Taxes

Retirement allows freedom in many things, but you must still pay taxes. During retirement, tax planning is equally as important as investment planning, and taxes often look differently during retirement than when you are working. It may be necessary to incorporate tax planning into your financial decisions. Protect yourself now.

Estate Planning: Protect Your Assets

Estate planning is simply determining how to protect and best manage your estate while you are alive and where your assets should go when you pass on. Many families we help are concerned about losing their hard-earned assets to nursing home costs, healthcare needs, and children or heirs who may not share their conservative financial values. We can discuss options to alleviate these concerns so that your assets end up in the hands of the people you love and the organizations you care about.

Smart Estate Planning Made Simple

Don't leave important decisions about you and your family to the State! Without an estate plan, your estate could be subject to probate, an expensive, time-consuming, and public court proceeding.

Typically, an estate plan is expensive, requiring multiple appointments with an attorney. Often plans are overly complex and confusing.

Our state-of-the-art software, along with our nationwide network of estate planning attorneys, allows you to protect your family with a quality, customizable estate plan at an affordable price

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