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Information for business partners such as; Attorneys, CPAs, Retirement Plan Consultants and Trust Officers > MORE

Heritage Financial Services is a comprehensive regional financial services firm, represented by some of the most knowledgeable and successful financial professionals. With over 300 years of cumulative experience, our team includes an investment specialist,a group benefit division, small business counselors, and specialists in Estate Planning.

Our commitment to outstanding service is evident in all our available resources: our quality staff, competitive products, and highly knowledgeable associates. We focus on making our clients comfortable in the knowledge that their financial security is our number one priority. >> Read More


Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Retirees Spark a Surge in Small-Business Sales

Three business valuation methods are discussed with suggestions to help owners prepare for the sale of their businesses

HOT TOPIC: What Can We Expect in 2014?

While economic forecasts for 2014 are encouraging, there are factors to watch in the months ahead.

Businesses Face Health-Care Decisions

Both large and small business owners may want to pay attention to the Affordable Care Act’s tax implications.

Growth and Value Investing

Understanding the difference between growth and value investments may help with making more informed investing decisions.

More Newsletters →

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