“As I am approaching retirement age, I researched quite a few fee only financial advisors in the DFW area. I decided to use Glenn Bishop for my plan. He was quick to respond and quickly provided an agreement with very affordable prices. I had already researched a lot of retirement resources, so I had a good idea of what my current situation was, but I needed an expert to review, provide advice and confirm my current situation. I was initially overwhelmed with the detail Glenn provided. This was certainly a good thing since I was definitely getting my money's worth. I would highly recommend Glenn when you need a financial plan because of the value you get from his service.“
“Reached out to Heritage just looking for someone to take a look at my overall financial situation. Ended up speaking with one of the Managing Directors, Chad Smith, about their services and how that could possibly fit what I was looking for. Chad could not have been nicer and took the time to answer my questions and give me guidance on a few tweaks to make. While my situation isn't currently a fit to be a client of Heritage, I would most definitely go back to them if my situation changed and would recommend you give them a call if you are looking for some financial planning help!“
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