Background

Imagine this: a complete plan to help you invest for family goals, help reduce your tax burden, and help build wealth sensibly.

That’s financial life planning, and that’s the benefit of working with Heath Abernathy - a Certified Financial Planner™ practitioner who strives to bring balance to the lives of busy, successful professionals.

As a dedicated father and husband, Heath knows the importance of planning today for your family’s tomorrows.  As an independent, fee-based financial advisor, he focuses on your needs, and how to help guide toward meeting them.  He will listen to you, understand you, and devise a life plan suited to your individual circumstances and goals.

If you have any questions or would like to meet to discuss your financial plans, please contact us.

Thank you for exploring our Web site and becoming acquainted with us.