At Heritage Financial Services, LLC, we believe that developing and implementing a financial plan is critical to helping you get to where you want to be. That’s why we have created a separate division of the firm solely for the creation and servicing of Financial Plans for our clients.
Our Financial Planning Center (FPC) was created to serve the needs of the community using a Financial Planning process that helps clients visualize what they want out of life, and develops a customized plan to help them get there. Through your primary advisor, you will have access to the knowledge and experience of a CFP® and Financial Planning Center to create a personalized plan for your unique challenges.
The Financial Planning process does not stop with the initial plan. The true value of planning is having a living, breathing plan that develops as your life unfolds. Our annual review and revision process allows your plan to be relevant and representative of your ever changing objectives and goals. Separate from the financial plan and an advisors' role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them.
Our goal is to provide value to you through the financial planning process and hope that you can share that value with the people you know and love.
Jeanne Boisen-Baum, CFP®, ChFC