RETIREMENT & INSURANCE SERVICES
Consider your current retirement assets … will that plus your annual contribution amount be sufficient to obtain your goals?
FEDERAL EMPLOYEE BENEFITS
As federal employees, you need retirement planning unique to the complex requirements of your benefits.
Tax Planning and Preparation
Our goal is to provide tax services by qualified accountants … experienced with personal, business, trust, estate, partnership and corporate taxes.
Heritage Financial Resources LLC
Our goal is to make a difference in the lives of all of our clients. No one is too young or old to benefit from our services. We work as a team, providing a collaborative approach to creating solutions that are tailored to each person we meet with.
We counsel federal employees on their options within the federal benefits system, to help them understand their benefits, and bring balance to their retirement plan. Our plans provide diversity, safety and guaranteed lifetime income in retirement. We bring a free day of retirement benefit training from FedImpact to the Dayton area 6+ times a year. We consider it a privilege to serve those who are serving our country through their federal employment, therefore there are never fees for our services.