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(410) 975-8387

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RETIREMENT INCOME

Does your retirement income plan feature a Social Security, Roth IRA / IRA
distribution and a tax diversification strategy?

Learn More


TRANSFER THE RISK

Are your life, disability, and long-term care insurance sufficient to take care
of your family if something happens to you?

Learn More


PLAN AHEAD

Our wealth management plans and our coaching strategies are all designed to get
you to the place you want to be.

Learn More


TEAMWORK IS THE KEY

Our team will help you consolidate and simplify your old employer 401(k), 403(b)
and TSP retirement accounts, into one Rollover IRA.

Learn More






RETIREMENT PLANNING AND TAX ANALYSIS FOR HIGH ACHIEVING PROFESSIONALS WITH
CONSERVATIVE VALUES


Welcome, I’m Chris Holcomb, and I serve as the Branch Manager for our Columbia,
Maryland office.  I am a fiduciary and I hold the following designations:
CERTIFIED FINANCIAL PLANNERTM , Certified Kingdom Advisor® and Chartered
Retirement Plans SpecialistSM.  I am also a licensed agent for life, disability
and long term care insurance.  I am a graduate of Liberty University, and I am
an active member of The Church at Severn Run.

Our firm strives to be a calm and confident financial voice in a noisy world. 
We bring optimism and assurance to our clients by offering guidance in financial
planning, financial coaching, investment management strategies, and insurance
solutions (CA Insurance License #0M76099).

We refer to our fundamental values as the "Treasure Plan," drawing inspiration
from the notion that where your treasure is, your heart will be also.
The Treasure Plan comprises six vital components: Faith, Freedom, Family,
Friends, Fitness, and Finances.  

Our specialized focus lies in Retirement Planning, encompassing 403(b)s, TSPs,
457s, IRA Rollovers, Roth IRAs, and brokerage accounts, as well as Retirement
Income Planning, which includes IRAs, Roth IRAs, brokerage accounts, Pensions,
Social Security, and Medicare.

Recognizing the unique challenges that arise as you prepare for retirement, we
aim to demystify the complexities of both today and tomorrow. Our personalized
financial planning service centers on your distinct financial aspirations and
objectives.

Our team of seasoned professionals holds years of experience in the realm of
financial services. We eagerly anticipate the opportunity to guide you through
every stage of your life journey.

Schedule a Complimentary 30-Minute Introductory Call


CHRIS' STORY

Chris discovered his passion for retirement planning during his 20-year
corporate career. While working at three publicly traded companies, he became
fascinated with 401(k) plans and studied them extensively.

Chris noticed many colleagues felt overwhelmed choosing funds and allocating
percentages in their plans.  This inspired him to help people prepare for
retirement, so in 2007, he decided to pursue a career as a financial advisor.

In 2011, Chris earned his CFP® designation and decided to channel his expertise
into launching his own firm - Heritage Financial Advisors in Columbia, MD. Now,
Chris guides clients into and through retirement with confidence.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.




WE HAVE EXPERIENCE IN SERVING...


HIGH INCOME PROFESSIONALS

Professionals who are highly compensated have some unique requirements and
opportunities.  They tend to be more interested in fulfilling aspirational
plans, retiring early, and reducing taxes. 

Learn More





FAITH BASED INVESTORS

If you're seeking to align your investments with your Christian values, our
Faith-Based fund models offer a solution. These models enable you to invest in
companies that align closely with your morals, principles and beliefs.

Learn More


RESTARTING INDIVIDUALS

Newly single individuals have distinct financial planning requirements. Whether
it's retirement, life insurance, or long-term care planning, our services are
tailored to address their specific needs and guide them through the available
options.

Learn More


PRE-RETIREES

Retirement planning and retirement income planning are two of the most
complicated financial challenges you will face in life.  We will help you create
a plan and monitor your progress, using our customized, tax efficient investment
management,
and insurance solutions. 

Learn More


RETIREES

We provide retirement income planning, IRA/Roth IRA account management,
tax-efficient withdrawal strategies, and Social Security/Medicare coaching,
tailored specifically for retirees, positioning them for a solid financial
future throughout their retirement years.

Learn More

Contact Us


LIVE WELL...GIVE MORE -  A UNIQUE EXPERIENCE CREATED EXCLUSIVELY FOR OUR CLIENTS

We have developed a life changing, live experience for our clients.  In this
exercise we lead clients through a guided discussion and self assessment of
three major topics:  life, money and giving.  Using a wheel as a metaphor, we
examine what a balanced life looks like, what a balanced financial life looks
like and what a balanced giving life looks like.

We strive to answer the following questions:  "Who do I need to become?"  and
"What habit, discipline or behavior, do I need to START, EXPAND or STOP, to
increase my success rating and balance out my wheel?"

Then we will set some SMART goals together.





WHEEL OF LIFE


WHEEL OF MONEY


WHEEL OF GIVING


CONNECT WITH HERITAGE FINANCIAL ADVISORS:

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CONTACT

Heritage Financial Advisors, LLC

Office: (410) 975-8387

Toll-Free: (855) 558-4287

8850 Columbia 100 Parkway

Suite 314

Columbia, MD 21045

Series 7 and 66; Life Health & Long-Term Care

Send an Email



QUICK LINKS

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

Copyright 2024 FMG Suite.





Chris Holcomb is a Registered Representative (CA insurance license #0M76099) of
and offers securities through Cetera Advisor Networks LLC (doing insurance
business in CA as CGFAN Insurance Agency LLC, insurance license #0644976),
member FINRA/SIPC. Advisory Services & Financial Planning offered through Vicus
Capital, Inc., a federally Registered Investment Adviser. Cetera is under
separate ownership from any other named entity. Securities orders cannot be
honored when communicated by email.

This site is published for residents of the United States only. Registered
representatives of Cetera Advisor Networks may only conduct business with
residents of the states and/or jurisdictions in which they are properly
registered. Not all of the products and services referenced on this site may be
available in every state and through every representative listed. For additional
information, please contact the representative(s) listed on the site or visit
the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

 | Important Disclosures and Form CRS | Business Continuity | 

Individuals affiliated with this broker/dealer firm are either Registered
Representatives who offer only brokerage services and receive transaction-based
compensation (commissions), Investment Adviser Representatives who offer only
investment advisory services and receive fees based on assets, or both
Registered Representatives and Investment Adviser Representatives, who can offer
both types of services.