Financial Services

Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.

The Heritage PEAK Retirement Plan

A home base to begin. A guide to go with you. A plan to make the peak.

This is a big journey that lies ahead. We help you consider all conditions with our customized plan, designed not only to prepare you for your retirement journey, but to join you on your journey — and find ways to help take you to the top, where your lifetime dreams and financial goals exist.


P – Preserve Your Legacy

Legacy planning and life insurance strategies that could help preserve your assets across generations.

E – Elevate Your Health Care

Individual health care, Medicare options and long-term care strategies.

A – Altitude of Income

Planning to make sure your money makes it all the way and beyond your lifetime. Strategies to help turn assets into income streams, while considering growth and risk tolerance.

K – Keep Your Money

Efficient tax strategies to help optimize your tax liability in retirement and potentially keep more money in your pocket.


Packing too much for your journey can make it feel too heavy and overwhelming. But packing too little can leave you unprepared for the tough conditions and obstacles ahead. Our packing list shows you where you could be overpacked or underpacked. A full, comprehensive review of what you have, and what could help.

  • Social Security

  • Annuity

  • Savings/Checking

  • Pension

  • Investments

  • Risk Analysis

  • Life Insurance

  • Written Income Plan

  • Current Tax Plan

  • Emergency Fund

  • Medicare Plan


Insurance products are offered through the insurance business Heritage Wealth Management. Heritage Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products.  The insurance products offered by Heritage Wealth Management are not subject to Investment Advisor requirements. 

All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Heritage Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.


Our team works with you to help find your PEAK number. We’ve taken this journey before, and we understand that each person and every family has unique preferences, comfort zones, risk tolerances and spending budgets. The PEAK number can help us find the proper pace for your retirement, and how fast or slow you want to go up that mountain.

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