Financial and Legacy Planning Firm
Founded in 1981, Heritage Capital Concepts is now in its second generation of leadership. We pride ourselves on the relationships we maintain. Relationships with our strategic partners go back multiple decades. We surround ourselves with professionals in various industries to be able to create a plan that fits your needs. Our vision is to make financial planning simple, making you feel Encouraged, Empowered, and Secure.
We know that most families do not have a plan. We know that it is easy to procrastinate and feel intimidated by the process. Most of all, where do you go, who do you talk to, and who do you trust? Most of us do not like “do it yourself” plans and know that employing a professional is time well spent. Encouraged means you have a coach and a teacher to help you clarify your plans.
With the wealth of information that is available today, where do you start, and how do you know you are making the right decisions. Empowered means having the right kind of information to make wise decisions that affect you and your family for generations.
When your family’s plan is completed, and updated on a routine basis, you will have comfort knowing that if you live too long, die too soon, or get sick in the middle, your family will not have to struggle with where to go and what to do. There is a plan that allows you to focus on the ones you love. The greatest gift you can give to your family is a plan that clearly outlines your wishes.
Years of experience have prepared us to help guide you through life's transitions.
Our financial professionals are ready to evaluate and support all your potential investment needs.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.