Heritage Business Strategies LLC

Heritage Business Strategies LLC Helping great people do great things. We will also work with your advisers to make sure your plan is implemented.

As seasoned professionals with training in estate planning, tax reduction strategies, business succession, investment planning and insurance coverage, our strategic team will help you draft one integrated strategy that matches your life's goals, visions and enduring principles. As your situation and objectives change over time, we will continually revise and update your plan. Making sure you get t

he proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow. Because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented. Bridging the gap between where you are and where you want to be. Gordon Parker:
In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. I am not licensed in all jurisdictions.

1206 Laskin Road
Ste 230
Virginia Beach, VA 23451
757-417-7700

Neither Heritage Business Strategies LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Heritage Business Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Heritage Business Strategies was a proud supporter at the River Ellis Foundation's 2023 Luau on September 8th. We are de...
09/22/2023

Heritage Business Strategies was a proud supporter at the River Ellis Foundation's 2023 Luau on September 8th. We are delighted to share the success of the sunset dinner cruise aboard Strategy with Chef Jesse Wykle of Aloha Snacks, which raised $16,000 for the River Ellis Foundation's future "Sunrises". Notably, our Strategy cruises have collectively raised over $105,000 for charitable causes in Hampton Roads throughout the past two years.

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to ac...
09/08/2023

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
https://www.eaglestrategies.com/public_files/Financial_Planning_Tips_-_FINAL.pdf

This complete retirement guide will help you make smart moves to keep cost down and let your nest egg last as long as po...
08/31/2023

This complete retirement guide will help you make smart moves to keep cost down and let your nest egg last as long as possible.

If you're about to stop working and enter your golden years, here's a look at important personal finance topics to learn about, such as Social Security benefits.

If you’re interested in early retirement, you’ll want to take certain steps to make sure you have enough money to last y...
08/24/2023

If you’re interested in early retirement, you’ll want to take certain steps to make sure you have enough money to last you a lifetime. Here are some strategies you want to consider when planning for early retirement.

Many of us have the fantasy of retiring young, of having the financial freedom to choose when and for whom we work. To make this dream a reality, though, you’ll...

There are a lot of ways to amplify your retirement savings, but you must start sooner than later, be consistent along th...
08/17/2023

There are a lot of ways to amplify your retirement savings, but you must start sooner than later, be consistent along the way, and try to find unaccounted for money. Here’s why.

With constantly changing regulations, a market that seems to be continuously in flux, and inflation driving costs up, how do you know when to start investing?

Stocks can play a powerful role in your portfolio. It’s important to know investing strategies to help you meet long- an...
08/16/2023

Stocks can play a powerful role in your portfolio. It’s important to know investing strategies to help you meet long- and short-term goals.
https://www.eaglestrategies.com/public_files/Ways_to_Invest_in_Stocks_-_Eagle_final.pdf

To maximize Social Security benefits, you need to choose the claiming strategy that best fits your goals.https://www.eag...
08/16/2023

To maximize Social Security benefits, you need to choose the claiming strategy that best fits your goals.
https://www.eaglestrategies.com/public_files/Maximizing_Social_Security_-_Eagle_final1.pdf

It was a splendid evening aboard Strategy celebrating our esteemed clients. As the night concluded, a thrill unfolded- w...
08/15/2023

It was a splendid evening aboard Strategy celebrating our esteemed clients. As the night concluded, a thrill unfolded- we successfully came to the aid of a stranded kayaker in the bay. There's a first for everything, but we're glad the kayaker is safe!

We had a fantastic afternoon aboard Strategy celebrating our clients, GovSolutions. The day on the water was thoroughly ...
08/15/2023

We had a fantastic afternoon aboard Strategy celebrating our clients, GovSolutions. The day on the water was thoroughly enjoyed by all as we basked in the sunshine and shared some laughs with friends and colleagues. We're looking forward to our next outing with the team!

Thank you to our guests, Amber and Paul Miller, with their kind donation through the ForKids foundation.  ForKids Missio...
08/14/2023

Thank you to our guests, Amber and Paul Miller, with their kind donation through the ForKids foundation. ForKids Mission Statement is: Breaking the cycle of homelessness and poverty for families & children.
We had a wonderful evening on Strategy with a 5-course meal provided by the talented Chef Jesse Wykle of Aloha Snacks. We look forward to our next cruise with this
magnificent Charity.

This past Thursday we had a blast on the water to kick off July 4th weekend. Thank you to Chef Jesse Wykle and Aloha Sna...
06/30/2023

This past Thursday we had a blast on the water to kick off July 4th weekend. Thank you to Chef Jesse Wykle and Aloha Snacks for the delicious food! Heritage Business Strategies looks forward to our next client appreciation event on July 13th.

Once again Heritage Business Strategy hosted an Employee Appreciation Event for Provost Construction & Sons.  STRATEGY s...
06/16/2023

Once again Heritage Business Strategy hosted an Employee Appreciation Event for Provost Construction & Sons. STRATEGY set sail once again on June 9th to host this event while the employees enjoyed "Fun In The Sun", swimming, being silly, enjoying eats and drinks and letting their hair down. Heritage Business Strategy is looking forward to our next Employee Appreciation Event with our client Provost Construction & Sons.

Address

1206 Laskin Road, Ste 230
Virginia Beach, VA
23451

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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