Heritage Financial Partners

Heritage Financial Partners is a financial advisory firm located in Green Bay, Wisconsin. Founded in 1993, the firm employs 2 individuals and generates approximately $1 million in annual revenue. Heritage Financial Partners specializes in providing comprehensive financial planning services to middle-class millionaires, helping them achieve financial security in retirement. Their five-step approach, developed over 30 years, focuses on guiding professionals and families through the complexities of retirement, estate planning, investment management, tax planning, and financial planning. The firm's team of financial advisors works closely with clients to evaluate their current financial situation, identify potential savings opportunities, and develop personalized strategies to meet their unique goals. Heritage Financial Partners emphasizes proactive planning, ensuring clients are prepared for the challenges and opportunities of retirement. Clients interested in learning more about Heritage Financial Partners' services can visit their website at heritagefinancialllc.com.