"Put not your trust in money, but put your money in trust."
– Oliver Wendell Holmes

Heritage Update

Trust, but Verify

Trusting in someone – or something – can be difficult. It is often even more difficult when it involves your financial life. After you have worked many years to provide for your family and your retirement, you may need to appoint a trustee to ensure the future stability of your assets. Heritage understands the importance of trust, and with this in mind we now have the ability to serve our clients as a “trust protector,” which adds another layer of oversight in addition to a traditional trustee.

Community and Industry Involvement

Heritage Investment Group is pleased to once again sponsor and participate in the Florida Tax Institute annual conference. The three-day conference draws attendees from across the United States and provides insights on the latest tax and financial planning subjects. The Florida Tax Institute is sponsored by the Florida Tax Education Foundation, Inc., with all proceeds benefitting the University of Florida Levin College of Law Graduate Tax Program. We are proud to support the Florida Tax Institute in its continuing professional education endeavors.

Moving Forward

As we move into 2021, there is a sense of relief to leave last year behind and move forward with hope and optimism. So much of what we have experienced has been out of our personal control; the good news is that your investment plan is not. Heritage has long espoused the idea that a carefully crafted, well executed financial plan provides the confidence that long term goals can be met. It’s what our clients have come to expect and what has been the foundation of our business for over 25 years.


Employee Profile

Kathleen McCarthy

Kathleen McCarthy

Operations Associate

Kathleen is our newest team member having joined Heritage in October 2020 as part of the Operations Department. She supports the entire operations team and holds a Bachelor of Science Degree from the State College of New Jersey. Kathleen and her husband live in Coral Springs where she enjoys spending time with family and friends, including her three grown children and two grandchildren. She also enjoys reading, traveling, and spending time outdoors. Please join us in formally welcoming Kathleen to the Heritage family.