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Plan | Grow | Keep! How our wealth advice can solve your problems
AnnouncementSeptember 10th, 2016

About HERON WEALTH

 

Heron Wealth is a Registered Investment Advisor serving individuals and families across the United States, Europe, Asia and Latin America.

 

Our clients are corporate executives, managing partners of law firms and consultancies, Wall Street professionals, owners of businesses, and heads of families.

 

Our purpose is to clarify and simplify the means by which our clients will achieve their financial goals.

 

Client relationships range from $500,000 to $10 million in assets.

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Heron Wealth provides our clients with an increasingly broad range of financial advice.  To make sure that you understand everything we can do for you, watch this short video to see how our wealth advice can help solve your problems. We help clients Plan for the future, Grow their wealth and Keep more for their families. 



Plan - Financial Planning & Budgeting
Budget Creation & ManagementEducation Funding
Business SuccessionFinancial Planning
Cash Flow ManagementHealth Care Expense Management
Charitable GivingHome Purchase
College Tuition SavingsRisk Tolerance Assessment
Disability InsuranceSOS - Second Opinion Service
Divorce PlanningTax Optimization

Grow - Investment Management
401K Advice for IndividualsIncome Management
401K Advice for BusinessesInvestment Performance Analysis
Annuities - Term and VariableIRA's: Roth, Rollover & Traditional
Asset Allocation & Portfolio MgmtSingle Stock Diversification
Bond & Fixed Income InvestmentsStock & Stock Fund Investments
Hedging Strategies & AlternativesStock Option Planning
Education Events & Webinars

Keep - Estate Planning & Insurance
EldercareRMD Calculations for IRA's
Estate PlanningRetirement Income Needs
Life Insurance StrategiesRetirement Income Distribution
Long-term Care AnalysisRisk Management & Asset Protection
Medicare & Medicaid PlanningSocial Security Benefit Options
Memorable Family Experiences

Call us today at (800) 99-HERON to take advantage of all that we can offer!
                                                 Yours sincerely,

                                          

      David Edwards

Heron Financial Group, LLC

 

The HERON FINANCIAL GROUP Financial Markets Commentary is published following month end and whenever market conditions require comment. The views expressed in this letter represent HFG opinion and strategy as of the date published and can change at any time upon receipt of new information. Data quoted in this letter are from sources deemed reliable, but no guarantee of such data is implied.
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