- Retirement
- 401k - Profit Sharing Plans
- Rollover IRA
- Roth IRA
- Estate Planning
- Charitable Giving
- Living Trusts
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- Term and Permanent Life Insurance
- Short and Long Term Disability Income
- Long Term Care (In Home/Nursing Home)
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Our goal is to provide a valuable service to you, your family and your business by recommending and establishing products that will enhance and protect your lifestyle. We realize that many advisors and agents are focused on writing policies, and we strive to be unique in the financial marketplace by focusing on your needs and goals. We are independent brokers which allow us to look for the best products on the market without being tied to just one company. That means you don't have to spend your time shopping for the best rates, we will bring them to you, and empower you to decide what is best for your situation.
When I decided to leave the big corporation to become an independent broker years ago, my wife asked me what it is that I do for my clients. My response was simple, "I translate the language of insurance and financial products into English, so that they can understand and decide for themself." Please search this site for the types of products that you are most interested in and complete the basic information so that a real person can talk to you about your needs.
Your trustworthy advisor, Neil Craig
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- Indiv-Family Health Ins (PPO)
- Consumer Driven Plans (HSA)
- Group-Business Health Ins
- Dental/Vision/Critical Illness
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| Neil Craig, Independent Broker/Advisor |
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Founder of Heritage Financial Advisors, Neil has assembled a team of professionals who can provide dependable advice and product recommendations for your needs. Neil has a background with all types of retirement products when working for First Union National Bank (now Wachovia), he has also worked in Life and Health Insurances for over six years. A graduate of Queens University of Charlotte, NC he holds a Bachelors degree in Communications. |
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