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Our Process

Finding the appropriate strategy for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our team take a needs-based approach to our wealth building strategy. Our six-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

  • Establishing Relationship: It all starts with trust. Our most important goal is to understand your needs so we can help fulfill them. Our strongest relationships have lasted since we founded Heritage Wealth Solutions and that level of trust has given our clientele great confidence.
  • Gathering Data and Goals: Preparation helps to bring out most enduring success. We look forward to better understanding your portfolio and helping you strengthen it.
  • Evaluating Financial Status: We encourage an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will help get you where you want to go.
  • Review our Recommendations: All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.
  • Setting Your Plan to Action: When our suggested financial strategies meet your needs, we will help you implement them. This is an exciting part of the process that can be key to long-term results.
  • Monitoring Portfolio Progress: At its best, working with Heritage Wealth Solutions becomes a hands on experience. We relish the opportunity to track your progress and help you fine-tune strategies along the way.

Heritage Wealth Solutions can help you with many of your financial needs. It is important to note that Financial Services Representatives are only able to provide certain services if they are licensed to do so in your state.