Philanthropy is a passion of many of Heritage Strategies' clients. They make significant financial charitable contributions for the preservation and growth of charities, medical institutions, religious orders, etc. With proper charitable planning, the possibility to increase assets for charity and family become a reality while simultaneously realizing substantial tax benefits for the client today.
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Heritage Strategies LLC is independently owned and operated. Heritage Strategies LLC is a Member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck