Heritage Financial Partners, LLC

Heritage Financial Partners, LLC Financial Planning - Guiding more successful and satisfying relationships with money Securities offered through LPL Financial, Member FINRA/SIPC.

www.finra.org www.sipc.org Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and Heritage Financial Partners, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
06/23/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
06/22/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/21/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/20/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
06/19/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
06/18/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
06/17/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

Consider a bucket plan to go with your bucket list.
06/16/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

06/15/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
06/14/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Address

1701 Church Street, Suite D
Norfolk, VA
23504

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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