Get to the Heart of Your Financial Dreams
Let’s create your plan to help connect your finances with your
life’s aspirations.
A Sound Approach to Pursue Your Goals
The heartwood of a tree is in many ways as strong as steel.
Just as the heartwood is the central, supporting pillar of a structurally sound tree, we at Heartwood Financial Group believe a solid financial plan should be the core element at the center of all your financial dreams.
A Coordinated and Comprehensive View
We believe a cohesive financial plan must encompass every aspect of your life. That’s why we serve as the core of your financial tree, coordinating the efforts of your CPA, estate attorney, or other trusted professionals who form the various rings of your financial tree. We help you understand how each discipline factors into your overall financial aspirations.
Turn Financial Chaos into Consistency
We offer a range of prudent strategies that help provide you with greater clarity along with our skilled guidance. Our goal is to offer recommendations and personalized solutions to help you confidently pursue your dreams.
Investment Management
Put a plan in place that’s consistent with your goals, time horizon, and risk tolerance.
Retirement Planning
Create a strategy that helps address your desired retirement lifestyle.
Estate Planning
Build a master plan for the management of your estate.
Education Funding
Help loved ones meet higher education expenses.
Rely on Our Precision for Your Planning
Our advisor, Kevin Braddock, is a careful and precise woodworker who puts his heart into every project. He brings that same passion, craftsmanship, and problem-solving skills to Heartwood Financial Group clients. He is a seasoned advisor who is adept at crafting the raw material of his clients’ financial lives into practical solutions to address their needs.
