Heritage Financial Resources

Company:	Heritage Financial Resources
Contact:	Patricia M. Lavy
Address:	4031 Colonel Glenn Hwy, Suite 102
City:	Beavercreek
State:	OH
Zip:	45431
Phone:	937-542-2459
Fax:	937-427-1242
Email:	patricia@heritagefinancialus.com
Website:	www.heritagefinancialus.com

About My Practice

Our goal is to make a beneficial difference in the lives of our clients. We take pride in the belief that no client is too small to benefit from our services. We work as a team, providing a collaborative approach to creating solutions that are tailored for each client. As civil service employees and members of the uniformed services, you need retirement planning unique to the complex requirements of your benefits.

It's important to maximize your Federal Benefits, but it's also important to review your total financial picture. We counsel federal employees on options within the federal retirement system to help you understand what products and services are available to balance your retirement plan. Once your federal retirement options are reviewed, you will receive a personalized report offering a comprehensive approach to your retirement plan.

Because we serve those who serve others, our services are always free to those in the federal civilian employee and military markets. This is our way to say "Thank you for your service to our country and our veterans."

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/hfr/

Offering Advice Since

Specializing in Federal Benefits 2014

Areas of Specialty

Federal Benefits and Federal Retirement
Comprehensive financial planning
Retirement planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: Life, Health and Long Term Care

Charges to Clients for Services

Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

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