Our Services

Robert Harwood is the president and founder of Heritage Retirement Advisors and the President of the Harwood Financial Group.  Robert and his team of professionals pride themselves in the quality services and the strong relationships they have forged with their clients over their years of service and dediction as financial professionals.  Their company is recognized for their straight forward approach to financial advising and their ability to work with their clients to formuate financial plans and investments that work!  

Personal Financial Services

Choosing a financial partner involves a lot more than finances.  It's about finding a team of specialists that will take the time to learn about your financial concerns and goals and will develop a plan that you will feel confident in.  A good financial partner will allow you to focus on the things that are most important to you, family, travel, or just enjoying your time off. 

Our comprehensive Financial Planning approach will:

• Identify your financial goals and concerns.
• Understand all aspects of your situation.
• Create a collaborative approach centered around you.
• Develop a holistic Wealth Management strategy
• Anticipate and adapt to your changing needs over time.
• Address your current and future tax liabilites.
• Preserve and Protect your assets for yourself and future generations.

Your financial needs change throughout your lifetime.  We will work with you to develop financial solutions that fit your life today and tomorrow.  It is our goal to develop a long-term financial relationship and to earn a position as your trusted financial advisor.