From Heritage Financial Planning
Welcome to Heritage Financial Planning a leading fee-only financial planning firm in Plano, Texas. As a leading fee-only financial planner our firm strives to provide excellent financial advice in order that our clients can achieve their financial dreams. When your life savings are at stake, you need a source of advice you can trust. You need a financial advisor who is not swayed by third-party considerations. You need advice which is in your best interest -- not in the best interest of your advisor! Heritage Financial Planning is a member of NAPFA, the largest association of Fee-Only Financial Planners. Heritage has been featured in nearly every major financial publication, and won numerous local and national awards.
Reached out to Heritage just looking for someone to take a look at my overall financial situation. Ended up speaking with one of the Managing Directors, Chad Smith, about their services and how that could possibly fit what I was looking for. Chad could not have been nicer and took the time to answer my questions and give me guidance on a few tweaks to make. While my situation isn't currently a fit to be a client of Heritage, I would most definitely go back to them if my situation changed and would recommend you give them a call if you are looking for some financial planning help!