Our firm treats its clients like family.
Our president, Thomas R. Dyer, believes in helping people with their finances. He finds satisfaction in watching them learn as they formulate their growth strategies; he loves watching and helping as they plan for the retirement they deserve to enjoy after decades of hard work. He cares about people. And that drive to service his clients’ needs inspires everyone at Heritage Advisory Group.
Tom Dyer’s primary experience is in life insurance, qualified plans, business and estate trusts, and charitable planning. He’s a Level One Advisor at Renaissance, Inc., Charitable Tax Strategies. He’s also a chartered financial consultant, a charter life underwriter, a certified financial planner, and a member of the National Association of Insurance and Financial Advisors.
Are you prepared for retirement?
You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.