Plan | Grow | Keep! How our wealth advice can solve your problems

Announcement

September 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.

Quick Links...

Our Website - Home

About Our Firm

Information You Can Use

Financial Solutions

Client Login

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.

David Edwards, president, introduces the Heron Wealth menu of services

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!

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.