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 FINR/SIPC. Heritage Strategies LLC is independently owned and operated.