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For over 29 years, our team of credentialed financial advisors has been answering your biggest retirment questions....

How much can we afford to spend?
When do we draw social security?
Am I invested the right way?
Should we pay off the house?
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Meet Your Team

David Fortosis, CFP®

Owner & Lead Advisor

Charles Freeman, CFA, EA

Investments

Chad Elkins, CPA

Tax

Jeff Goodman

Retirement Income Planning

Together, we've spent over 3 decades helping successful professionals retire from places like...

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Heritage Wealth LLC is a registered investment adviser in the State of Illinois and other states where it is appropriately registered. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption

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By contacting us today, you’re making an important move towards achieving your financial goals and protecting your hard-earned wealth. Your journey with Heritage Wealth starts now!

Welcome to the Heritage Wealth Evaluation!

We're excited to help you explore options for your future. To get started, please answer the following questions to the best of your ability. This information will allow us serve you with tailored service.

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