If you are looking for a company you can trust for financial planning or assistance with retirement, you can turn to a company I trust: HERITAGE SOLUTIONS GROUP.

I trust HERITAGE SOLUTIONS GROUP because we have investigated the company and its owner, Todd Schwendiman. We have investigated their history, their licensing*, and their services.** As a result, I endorse HERITAGE SOLUTIONS GROUP and I am proud to declare them GEPHARDT APPROVED.

“I’ve been helping clients protect their savings for over 15 years,” says HERITAGE SOLUTIONS GROUP owner, Todd Schwendiman. “I focus on the average American; the person who has worked their whole life and is ready to invest to ensure an enjoyable retirement. I help people see the possibilities of a stress free retirement.”

“Peace of mind for retirement.”

Todd tells me the process begins with a free consultation. “We meet with our clients several times so that we can get an accurate understanding of their needs,” he says. “We utilize a three-step retirement process that includes planning, preserving, and protecting. This process allows clients to grow, safeguard their savings, and create an income stream that will last the rest of their life.”

“When you begin thinking about retirement it’s important to consider a long term plan. We can help develop a comprehensive financial plan, as well as evaluate your risk exposure to make sure you’re protecting your savings. We will assist you in maximizing your Social Security, and IRA’s.”

HERITAGE SOLUTIONS GROUP will assist in every aspect of retirement planning, Todd tells us: “From the moment you step in our office, my staff and I will make sure you feel comfortable and we’ll always listen to your needs. We want this experience to be as stress free as possible. You will be in good hands if you choose HERITAGE SOLUTIONS GROUP.”

“We haven’t had one complaint.”

“Our client’s always come first. We really focus on getting our customers to enjoy everything that retirement has to offer. In fact, over the course of the past 15 years we haven’t had one complaint. We listen to our clients and ask for yearly feedback so we can continue to provide the best for our clients,” says Todd.

So there you go: HERITAGE SOLUTIONS GROUP. Now you know what I know about HERITAGE SOLUTIONS GROUP and owner, Todd Schwendiman. You know about their history, licensing, and the way they treat and value their clients.


~ Bill Gephardt


Business License: https://secure.utah.gov/bes/action/details?entity=5648667-0151

Financial Industry Regulatory Authority License: http://www.adviserinfo.sec.gov/

**We have not investigated how this company compares to other retirement planning companies.

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