“A goal without a plan is just a wish.”

Heritage Update

Retirement Planning

Retirement planning is one of the most important things you can do to help ensure a comfortable future. Heritage employs highly-qualified wealth managers, utilizes sophisticated financial planning programs, and most importantly, brings a level of common sense and personal commitment to the planning process.

Spring Cleaning

Spring demonstrates the tenacity of life and is also a metaphor for renewal and transitions. Whether your financial plan is solid or requires some changes, spring is a perfect time to schedule a review with your financial advisor to make certain your plan is meeting all of your present and future needs.

Professional Participation

Nick Mattingly in our Tampa office is working with the University of South Florida to create a Personal Financial Planning curriculum. The program will launch later this year. Craig Chuang continues to be an active member of the Estate Planning council of Broward County and participates in their local industry events.

Employee Profile

S. Hardy Taylor CIMA, MBA, CIMC

S. Hardy Taylor CIMA, MBA, CIMC

Vice President/Chief Compliance Officer and Partner

Hardy has been with the firm since its early days almost 23 years ago. As Chief Compliance Officer, Hardy’s role is critical to the firm’s longevity and success. In addition to his warm personality and terrific sense of humor, Hardy has a deep commitment to the firm, our employees, and most significantly, to our clients. Hardy and his family keep busy boating, fishing, and enjoying the Florida outdoors.