Because the majority of our clients are retirees with similar concerns, we are in an ideal position to help meet their needs. When you choose Heritage Financial Planning, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully managed money through some of the most difficult times in history.
A STRONG FOUNDATION
About Us
We are an independent firm specializing in the areas of Income Planning, Asset Protection, Wealth Management, Tax Reduction, and Wealth Distribution and Transfer. While staying very knowledgeable and up to date on the latest successful strategies and ideas in an ever changing world, our philosophy in investing is to keep it simple, fun, and exciting.
The needs of our clients
Our Passion
Our passion is to assist our clients by helping them protect and preserve what they have worked so hard to accumulate along with developing a plan to create new wealth while living happily, successfully, and free from worry and fear. Then, of course, passing their success to their heirs leaving a legacy for generations to come.
Get In Touch
Meet The Team
Daniel is a Co-Founder the CEO of Heritage Financial Planning, LLC and has over 20 years of financial experience. He is a licensed Investment Advisor Representative offering Advisory Services through AlphaStar Capital Management, LLC, a SEC Registered Investment Advisor. He is also a licensed Insurance Broker. As an Investment Advisor Representative, Daniel is committed to a Fiduciary responsibility with his clients. He is also a member of the National Ethics Bureau.
Daniel has a very strong heart and passion for ministry and helping others. In his spare time he can be found doing a little fishing, golfing, and has recently taken up bow shooting. Daniel resides in the North Manchester area with his wife Cathi. They have 2 children and 7 grandchildren. He has built his practice based on the principles of honesty, integrity and a commitment to client satisfaction.
Cathi is a Co-Founder and is Dan’s personal assistant, the Office Manager, and Event Coordinator. She is constantly working on planning our public events as well as all of our client events, which take place throughout the year. When Cathi isn’t working on planning events, she spends as much time as possible with her seven grandchildren.
