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About Us

Our Primary Purpose

Heritage Solutions Group was founded in 2000 to help Utah residents find peace of mind when planning the journey to their retirement. No matter where you are on your journey to retirement, our goal is to help you get there with enough saved to thoroughly enjoy all that retirement has to offer. Whether planning ahead and working to create wealth, preserving wealth and beginning to transition to retirement, or protecting your retirement lifestyle through income planning, we are here to help put a plan in place for affording life’s milestones.


Our Primary Purpose

When you work with Heritage Solutions Group, we help you focus on reaching your retirement goals. We put your financial needs first in a number of ways…

  • We are focused on education. The retirement planning process is often complex, and we strive to help you understand your options every step of the way. We want you to be completely informed about any strategies we recommend in order to help you reach your financial goals.
  • We are completely independent. Because we aren’t affiliated with a large Wall Street bank or investment firm, we don’t have anyone dictating what products are best for our clients. Instead, we honor our fiduciary duty** and always work in our clients’ best interests.
  • We are comprehensive. Our holistic approach is designed to help you plan for and reach all of life’s important milestones, whether providing for a child’s college education, helping aging parents with estate planning or creating a secure income stream for retirement.
  • We are results-oriented. All financial planning performed on your behalf is done with the end result in mind: helping you to reach your retirement destination.

Schedule a free consultation with Heritage Solutions Group today to learn more about our client-centric approach to wealth management, investment advisory and asset preservation.

**Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Free Consultation

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