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.
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.
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.