HERITAGE PLANNING FINANCIAL GROUP

Heritage Planning Financial Group, Inc. was founded by Paul Brown and Bruce Boyd. Paul has been an EA (Enrolled Agent) for over 30 years and a CFP® (CERTIFIED FINANCIAL PLANNER™) for over 20 years. Bruce has been in the financial services field for over 15 years, and a small business consultant for over 25 years now. Both Paul and Bruce also have the CEA designation (Certified Estate Advisor). Combined, they have over 50 years experience in the areas of comprehensive financial planning, taxes, insurance, asset management and property and business ownership. Along with a very competent and experienced staff, Heritage Planning continues to provide sound tax planning and financial services... Our purpose here at Heritage Planning Financial Group, Inc. is to simplify the financial decision making portion of our clients' lives. We do that by providing as much information and advice as you need to make decisions relative to your financial life plan. That plan for each of us has major..

Also known as: Heritage Planning Financial Group, Inc.

Primary location: Santa Ana United States