Heritage Advisory Group
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We take service seriously.

​We know our success depends on meeting clients' needs.

With more than 43 years of experience and industry knowledge, our president, Thomas Dyer, has seen it all, or nearly all. We understand each client is unique and faces different challenges, which is why we take a personalized approach to retirement income planning.
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Our products help protect your retirement income from market downturns, and when developing your customized retirement income plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.
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We can help you execute a reliable retirement income plan utilizing the following products and services:​
  • Retirement Plan Services
  • Estate Preservation
  • Business Planning
  • Charitable Planning​
  • Comprehensive Financial Planning
  • Life Insurance
  • Long Term Care
  • Disability

Don't see what you're looking for?

Give us a call at 317.565.3996!

​We have experience working with all kinds of retirement income products, and chances are we can help you, too!


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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.
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    Download your complimentary retirement guide today!

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HERITAGE ADVISORY GROUP
8500 E. 116th, Unit 6268
Fishers, IN 46038

Thomas R. Dyer
317. 443.6057
​ [email protected]

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Insurance Licensed in: AL,  AR (license # 49990), CA (license # 0D36238) CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WI.
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Licensed Insurance Professional. 
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​Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
  • Home
  • About
  • Services
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