Heritage Financial Planning

Heritage Financial Planning is a fee-only financial advisory firm dedicated to providing objective financial advice. The firm, founded by Chuck C. Butler, operates on a principle of not selling financial products, which allows it to maintain independence and focus solely on the client's best interests. This structure ensures that the advice given is not influenced by potential commissions from third-party products.

The company serves individuals and families, helping them navigate complex financial decisions to achieve their long-term goals. Heritage Financial Planning is a member of the National Association of Personal Financial Advisors (NAPFA), the largest association of fee-only financial planners in the United States. This affiliation underscores its commitment to a high standard of fiduciary care.

Founder Chuck C. Butler has a background that includes working for a large Wall Street firm, an experience that shaped his desire to create a client-centric, fee-only practice. He holds credentials as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is a NAPFA-Registered Financial Advisor. The firm's expertise has been recognized in various financial publications, including Kiplinger's Personal Finance, Money Magazine, and The Wall Street Journal.

Keywords: fee-only financial planning, personal financial advice, retirement planning, investment management, fiduciary advisor, wealth management, financial advisory, NAPFA member, objective advice, client-centric finance