Heritage Capital Strategies is an independent financial services firm specializing in life insurance solutions for business owners, affluent families, key-executives, and family offices.

Our mission is to help clients identify the life insurance products and funding scenarios that manage your current financial risks while maintaining the flexibility to accommodate future modifications.

Every client has unique circumstances.  We have the analytical proficiency, underwriting experience and market access to customize a life insurance portfolio that meets your financial vision.

The Heritage commitment does not end once you become our client.  Our affiliation with M Financial Group should provide you with confidence that your insurance will be proactively reviewed for performance.  As our client you will have access to all benefits the M Financial relationship has to offer.

Things To Consider When Choosing A Life Insurance Agent

Historically the process of obtaining life insurance was driven by relationship.  In today’s marketplace the complexities of life insurance products and the number of distribution channels require careful consideration with respect to the agent, carrier and service commitment necessary to fulfill your needs.

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M Financial Group Advantage

M Financial Group’s Member Firms are recognized in the asset transfer, executive benefits, and asset management markets.  Through the relationships M Financial has established with major product manufacturers and the experience of over 130 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.

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How to Reach Us

Our team is ready to help you achieve your goals.
Contact us today to get started!

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