Focused on Your Long-Term Goals
At Heartwood Financial Group, we guide clients to take a balanced approach to investing. We set expectations through continued, open and honest conversations and help our clients focus on their long-term goals rather than chasing short-term movements in the market.
Tax-Efficient Investment Management
It starts with choosing the right investments and the right accounts.
Making strategic investment decisions can help minimize your tax burden, keeping more money to invest toward your goals. We develop a long-term strategy that can help you take advantage of various tax-efficient investing options to address your needs.
Retirement Planning
We evaluate your current financial situation and create an accumulation strategy that helps you pursue the retirement lifestyle you have envisioned.
Your retirement is one of your most important financial goals. Retirement planning is the process of determining your retirement income goals, and the actions and decisions necessary to help address those goals. Proper planning includes identifying your sources of income, sizing up expenses, implementing a savings program, and managing your assets and risks.
Estate Planning
With the appropriate estate planning strategies, we can help empower your legacy for generations.
Kevin Braddock specializes in family financial planning. He has the knowledge and skills to craft effective estate planning strategies to help protect your assets today and preserve your family’s wealth for generations to come.
Neither Heartwood Financial nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Education Funding
Get knowledgeable advice to help tackle education expenses.
Many of our clients naturally want to help their children or grandchildren afford higher education, but it is important that they not jeopardize plans for retirement and their financial well-being. We help you address educational expenses with effective savings programs and other options.
Risk Management
One of the most important functions we serve is helping to protect all you have worked to build. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects.
Identify & Assess
As your experienced guide, we assess where your risk lies and determine your level of comfort with that risk.
Review & Refine
We explore what actions and plans to put in place to provide the level of protection you need and deserve.
