Services And Offerings
How We Work
Heights Financial focuses on educating our clients about financial concepts and solving their unique needs. We understand the many challenges our clients face today. The thought of outliving your money, or potentially high healthcare costs in retirement, are among the larger concerns. We seek to take the mystery out of investing, insurance, and preserving wealth. We offer personalized, hands-on service, in several areas of the financial services industry. Please take the time to explore our website and the wealth of information we offer.
Financial Planning
Comprehensive Financial Plans
Retirement Income Distribution
Long-term Care Planning
Survivor Income
Income Protection
Asset Allocation Anaylsis
Asset Protection
Wealth Accumulation
Social Security Benefits Maximization
Tax Loss Harvesting Strategies
Estate Preservation Strategies
Charitable Giving
Business Planning
Informal Business Valuation
Business Continuation
Owner & Executive Benefits
Key Person Insurance
Buy-Sell Agreement Strategies
Executive Bonus Plans
Deferred Compensation Plans
Split Dollar Plans
Salary Continuation Plans
Supplemental Retirement Income
Retirement Account Rollovers
Benefits Check-Up
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
ranello@heightsfin.com | 813-569-7064