Families & Business Owners
Each family’s situation is unique, but most of us have similar needs. We must:
- ensure that our loved ones are taken care of,
- cover future college and related expenses,
- see that our assets are protected,
- prepare for retirement, and
- see that our belongings are appropriately distributed when we are no longer around.
Businesses, too, have very specific needs that include
- business planning,
- retirement planning, both for the business owner and for employees,
- arrangement of employee benefits, and
- preparing for sale of the business or for a buyout.
Heritage Investors works with families and business owners alike to ensure that your needs are taken care of and your future is assured.
