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Home > Financial Services > Stock Brokers > Heritage Financial Systems, Inc.
Heritage Financial Systems, Inc.
Heritage Financial Systems, Inc. (HFS) is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
HFS Inc. is a full service financial planning firm serving executives, professionals, business owners and retirees with a respective investment net worth of $1-$10 million. The firm is headquartered in Exton, Pennsylvania; their organization consists of Certified Financial Planners who serve clients living in Pennsylvania, New Jersey, Delaware, Maryland and Florida.
Through HFS Inc. they develop written Financial Plans and provide their clients with an asset management service that is based on the principles of Modern Portfolio Theory. They utilize a proprietary stock selection strategy and manage the diversification requirements for their clients holding pooled investments on a personalized basis. Financial planning provides a long-term strategy for your financial future, taking into consideration every aspect of your financial situation and how those aspects relate to achieving your goals. Through HFS Inc., a Registered Investment Advisor, they prepare complete written financial plans that summarize a client‘s current asset position. This allows them to identify potential problems and make recommendations based upon the client‘s goals and limitations.
Several methods may be combined inside the plan for efficiency. Like pure fixed savings, capital preservation techniques, capital depletion programs, dollar cost averaging and passive, active or tactical asset allocation strategies (PATS).These investments may include strategies that are designed to take advantage of various tax deductions or credits that are available under current law.
The firms belief in the financial planning process and their commitment to helping people achieve their goals has convinced them that customized financial plans are needed to properly address a client’s situation. Their service is a client-oriented process that focuses on all of the factors that may have an impact on achieving objectives. Their mission is to conduct business with those who will benefit from their customized financial planning process as it relates to one's estate plan.
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