about us

At The Heritage Financial Group, we understand that each client’s financial situation is unique.

We carefully listen to your needs and design a customized plan to provide you with the confidence and peace-of-mind to help you navigate through life for your family and your community. We take a comprehensive wealth management approach to understanding, evaluating, and improving your financial well-being.

Our clients are not account numbers to us.

They are people willing to share very personal information with us, which we treat with respect and discretion. We take our commitment very seriously and work to earn our clients’ trust every day. We will cherish your relationship, and we would like you to rely on us as your most trusted financial confidant.

The hallmark of our relationship is the personal touch of our client service. You will find us to be available and highly responsive. When you call, you can be confident that we will be there to answer.

The Integrity of Our Planning

Our Resource Partners

Our Approach to Planning

The plan we create for you will help you make the most informed decisions when life presents its varied and inevitable challenges. We understand that these challenges do not always come at convenient times. We can help you determine the best course of action not only for these moments, but also for the long term. As you plan for your financial future, we will be there alongside you, as an advocate for your best interests.

We have access to many resources – from industry leading companies to expert individual professionals – across all areas of wealth management. We can leverage their capabilities with our own expertise to provide the most exceptional service and advice. This gives us the ability to address all your financial needs starting with the big picture down to individual investments. We aim to be a one stop shop for you, your first call with any question, concern or idea.

Our time-tested process for building, managing and monitoring a customized financial plan begins with goal-setting. But it’s an ongoing cycle, a living plan that requires attention and consideration, and when appropriate, adjustments to stay aligned with your life.

Our Approach to Planning

Our time-tested process for building, managing and monitoring a customized financial plan begins with goal-setting. But it’s an ongoing cycle, a living plan that requires attention and consideration, and when appropriate, adjustments to stay aligned with your life.

Definite and prioritize major life goals

Planning begins with defining your major life goals and financial objectives.
We set a path towards your priorities.

We stress test your goals against different scenarios.
This information informs the plan we customize for you.

We fulfill the design of your plan by implementing specific investments, modifying allocations to reflect changes to priorities, etc.

Because markets change and life needs and goals evolve, we constantly monitor your progress towards your goals, making adjustments as needed.

Communication

Strategy

Implementation

Monitor

Definite and prioritize major life goals

Communication

Planning begins with defining your major life goals and financial objectives.
We set a path towards your priorities.

Strategy

We stress test your goals against different scenarios.
This information informs the plan we customize for you.

Implementation

We fulfill the design of your plan by implementing specific investments, modifying allocations to reflect changes to priorities, etc.

Monitor

Because markets change and life needs and goals evolve, we constantly monitor your progress towards your goals, making adjustments as needed.

Our Name and Our Logo

Like a family quilt, wealth can be passed from one generation to the next. Whether you are the first to begin a tradition or one of many, we want to acknowledge where you have been, where you are, and where you are going. The legacy of our own team starts with Richard Lazer, who served clients in the financial industry for over 50 years before retiring in 2018. As a founding member of The Heritage Financial Group, he helped us build a foundation of hard work, honest and clear communication, and the commitment to always place our clients’ best interests first.

We know our clients are as unique as the rings of a tree. Each layer represents growth and change from one generation to the next. It also serves as a reminder of the many layers of service we provide our clients, beyond investments, to help them progress towards their goals. Although the roots in our community are old, we reach new communities as families grow and we help them plant new roots for themselves from seed to sapling to tree.

The Heritage Financial Group

Like a family quilt, wealth can be passed from one generation to the next. Whether you are the first to begin a tradition or one of many, we want to acknowledge where you have been, where you are, and where you are going. The legacy of our own team starts with Richard Lazer, who served clients in the financial industry for over 50 years before retiring in 2018. As a founding member of The Heritage Financial Group, he helped us build a foundation of hard work, honest and clear communication, and the commitment to always place our clients’ best interests first.

Tree Rings

We know our clients are as unique as the rings of a tree. Each layer represents growth and change from one generation to the next. It also serves as a reminder of the many layers of service we provide our clients, beyond investments, to help them progress towards their goals. Although the roots in our community are old, we reach new communities as families grow and we help them plant new roots for themselves from seed to sapling to tree.

Ethics and honesty are of greatest importance in our decision-making.”