- FINANCIAL SERVICES
Heron Financial Partners, Inc. is an independent, multi-disciplinary wealth management firm specializing in:
CPAs, Insurance and Investment professionals - Things worth building are worth protecting.
What will happen to your business, your clients, you and your family when you retire?
We will work with you well in advance of your anticipated transition to ensure that tax, communication and industry-specific issues are addressed while helping you maintain the value of your business as well as helping to balance family relationships throughout the process.
Our approach integrates the two most important phases of retirement planning; accumulation and distribution. We offer sophisticated strategies for businesses and individuals whose assets require unique planning methods, providing high yielding, tax advantaged alternatives and guaranteed tax free retirement solutions.
Multi-generational Estate Planning
We will help you build a tax-effective plan that will transfer ownership and maximize benefits for you and your heirs. Our integrated approach utilizes the knowledge and experience of our professionals in income tax, valuations, corporate finance and personal financial planning.
- Tax Free Retirement Plans with both living and death benefits
- Qualified Plan designs
- Business Succession Plans
- Strategic Tactical Disciplines, Comprehensive Planning and a diverse investment platform of non-proprietary products
- Stocks, bonds, mutual funds, annuities, alternative investment products and Active Investment Management
US 1 to New Haven Ave, turn east on New Haven, right on Front Street