From September 2023
Heritage financial planning is a nationally recognized, award winning, fee-only, fiduciary firm. No sales. No commissions.
Allison Geiger and her team at Heritage Financial Planning differentiate themselves from other financial planning firms foremost because they are fiduciaries, not just salespeople masquerading as money experts. As fee-only fiduciaries, they have a legal obligation to put their clients’ best interests first.
With her experience in public accounting and tax advisor-oriented financial services firms, Geiger’s clients receive holistic financial planning along with careful consideration of the tax implications that become more complex as the years progress.
With decades of experience, she and her team at Heritage Financial Planning have expertise working with clients from all backgrounds including executives, government leaders, physicians, attorneys, trust beneficiaries, entrepreneurs, and those who go to work every day in their careers of choice. Geiger is most proud of her 20-plus year relationships with her clients and having the privilege to see their comprehensive planning come to fruition.
If you seek a fee-only, fiduciary financial planner who is making recommendations based on your needs and not what commission can be made, then you owe it to yourself to give Allison Geiger a call.