Blanchard CPA has partnered with Heritage Wealth Management, Inc. to provide complete wealth management solutions for business owners, entrepreneurs, and high net worth individuals. We show our clients how to simplify their complex financial lives and achieve their long-term monetary goals through strategic planning that is proactive rather than reactive.
Our wealth management services involve taking steps now that protect your assets and arrange your finances to meet your personal objectives. We'll help you build a comprehensive plan that safeguards assets throughout your life and transfers wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning and investment management. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you always have the peace of mind of knowing that your family will be financially protected in the years to come.
Blanchard CPA works with Heritage to provide wealth management services for our clients. Click here to learn more about our wealth management services.