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Giving Back With Planned Philanthropy

Success in life is about more than amassing wealth. It’s about the conscious legacy you leave behind for your loved ones, community, and society. We created this special report to share some of the financial and social benefits of a proactive approach to philanthropy.

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Heritage Financial Planning, LLC

Heritage Financial Planning, LLC

We help individuals create retirement strategies using a variety of investment and insurance products to custom suit their objectives.

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