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| Plan | Grow | Keep! How our wealth advice can solve your problems |
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| Announcement | September 10th, 2016
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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 & Management | Education Funding | | Business Succession | Financial Planning | | Cash Flow Management | Health Care Expense Management | | Charitable Giving | Home Purchase | | College Tuition Savings | Risk Tolerance Assessment | | Disability Insurance | SOS - Second Opinion Service | | Divorce Planning | Tax Optimization |
Grow - Investment Management
| 401K Advice for Individuals | Income Management | | 401K Advice for Businesses | Investment Performance Analysis | | Annuities - Term and Variable | IRA's: Roth, Rollover & Traditional | | Asset Allocation & Portfolio Mgmt | Single Stock Diversification | | Bond & Fixed Income Investments | Stock & Stock Fund Investments | | Hedging Strategies & Alternatives | Stock Option Planning | | Education Events & Webinars | |
Keep - Estate Planning & Insurance
| Eldercare | RMD Calculations for IRA's | | Estate Planning | Retirement Income Needs | | Life Insurance Strategies | Retirement Income Distribution | | Long-term Care Analysis | Risk Management & Asset Protection | | Medicare & Medicaid Planning | Social Security Benefit Options | | Memorable Family Experiences | |
Call us today at (800) 99-HERON to take advantage of all that we can offer!
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Yours sincerely,
David Edwards
Heron Financial Group, LLC
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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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