Investing for a purpose driven life 

CONNECT

Address:

3600 NW 43rd Street, Suite G-2
Gainesville, FL 32606

Phone:

(352) 333-7767

Fax/Other:

(352) 225-3477

Employer Plans

Running a business is a demanding but fulfiling task. At Heritage Wealth Management, we can be like an extention of your benefits department by offering the business solutions that enhance their benefit package. We partner up with the business to offer services and solutions that being value to them. That’s why we design benefit solutions, tailored for you.
We offer a full slate of group and individual products. Many can be employee-paid, so there’s no direct cost to the business. Package them with your core benefit offerings to:
Plans For Your Employees
  • Offer a more competitive benefits package.
  • Realize tax savings for you and your employees.
  • Help fill gaps in existing benefit coverages.
  • Consider moving to more affordable medical plans.
  • Enable your employees to tailor the benefits package to best suit their needs.
Plans For The Business Owner
  • Retirement Planning
  • Tax Planning
  • Succession Planning
  • Financial Planning for Business Owners
  • Business Succession Planning