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Helping Dreams Take Flight Seniors Boomers Millennials

We provide Comprehensive Wealth, Investment and Risk Management to individuals, families and businesses - to help bring clarity to your financial picture

Our Values

In our Company

  • We believe that our clients are our reason to come to work each day.
  • We believe that every client deserves the very best we have to offer
  • We believe that by helping our clients achieve their individual, family and business financial goals, we in turn will achieve our own.
  • We believe in commitment, dedication, loyalty, integrity and accountability.
  • We believe in our God, Our Country, Our Families, Ourselves, Our Clients and Our Company.
  • - Heron Financial Partners, Inc. established 1996
Contact Us
Call Out Box One Call Out Box One

Business Owners-We are a team of experienced professionals, ready to help with your financial issues and concerns.

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Call Out Box Two

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Call Out Box Three

Time horizons, generational styles, needs and goals vary and should always matter when it comes to Wealth Management.

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Helpful Content

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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