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Tag: switching financial advisors

10 Signs It May Be Time to Break Up with Your Financial Advisor

The stakes are undeniably high when you entrust someone with the critical task of helping you manage your liquid wealth. This is even more true when you are nearing retirement and have more to lose. You basically get one opportunity to get it right.   Many investors rate their financial advisor’s performance based on their results during the recent bull market. When you see your statement balances going up, that’s a good sign. You may think, “My financial advisor must be […]   Read More
Financial Planning
Date: December 15, 2023
Paul Schatz, President, Heritage Capital

Sole Survivor: How John’s Planning Supported Jill’s Retirement

Divorce is never easy, but it can be made easier—if you plan for it ahead of time. Believe it or not, you may still retire with confidence in Woodbridge. For example, let’s take a look at how a family working with their financial advisor got through a divorce without undue stress or hardship. We’ll also examine their situation before the split in order to see how they got through it afterward. This article discusses the following: How proactive planning can […]   Read More
Retirement Planning
Date: October 28, 2022
Paul Schatz, President, Heritage Capital

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    Woodbridge, Connecticut 06525
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The team at Heritage Capital has been helping people retire with confidence for over 30 years. We use active investment management and comprehensive financial planning to help you control your risks, so you can have a successful retirement no matter what happens with the markets or your world.
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