Heritage Financial Planners

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Plante & Moran PLLC is one of the largest certified public accounting and business advisory firms in the United States. Based in Cleveland, Ohio, it provides clients with an array of services, such as tax, audit, risk management, financial, technology, business consulting and wealth management services, to name a few. Plante & Moran PLLC has a staff of more than 1,600 professionals in 21 offices throughout Michigan, Ohio, and Illinois and with international offices in Shanghai, China; Monterrey, Mexico and India. Plante & Moran PLLC has been recognized by a number of organizations, including Fortune magazine, as one of the country s best places to work.