Financial Services

At The Heacock Group, our approach to financial planning encompasses asset accumulation, lifestyle protection, insurance and retirement strategy, will & estate planning, and legacy creation.

Investment management and portfolio advisory services are, of course, a key component of our work. But we also believe that the fundamentals of financial planning are crucial to long-term wealth building success. We position accounts for the long term and we work hard to deliver competitive investment returns where capital preservation, security, and the prudent management of risk, is fundamental.

Unlike many advisors, we charge a flat fee – typically a modest percentage of client assets under administration – for our services. This ensures complete transparency and total alignment between your interests and our own. When you succeed, we succeed.

While we generally advise high net worth clients, investable asset size is just one of the issues we consider before entering into a new relationship. A conversation will determine if we can build a client partnership offering long-term wealth building opportunity.

Services We Offer, but Are Not Limited To

  • Investment & Portfolio Management
  • High Net Worth Wealth Management
  • Insurance Based Solutions
  • Will & Estate Planning
  • Healthcare Professional Services
  • Business Sale & Succession Planning
  • Investment Products & Plans
  • Financial Planning
  • Retirement Planning
  • Tax Minimization Strategies
  • Business Financial Development
  • Charitable Gift-Giving Programs