Our Services OUR SERVICES At Heritage Investments we believe that financial success is built upon a lifetime of intentional financial plans and decisions. We take pride in helping our clients evaluate alternatives to make logical decisions, allowing each to build upon the last. In every client relationship, we first take time to understand your goals and how you define success. Once we have a comprehensive education about your vision we can build a customized plan to help you get there. Some of the services we offer include: Investment Management Retirement Planning Estate Planning Charitable Giving College Funding Insurance Needs Tax Planning Life Event Planning Talk with us about your unique vision and goals. Name Email Phone Additional Info Thank you! Oops!