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Submission: On May 07 via api from US — Scanned from US
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(410) 975-8387 Schedule A Call Menu * Home * About * Values, Mission Statement and Value Proposition * Team * Products & Services * Blog * Retirement * Are You Retirement Ready? * Retirement Services * Orphaned Retirement Accounts * Featured Video and Presentation * Tax Analysis * Resources * Videos * Seasonal Magazines * E-Books * Investment * Tax * Money * Insurance * Tools * Estate * Lifestyle * Useful Links * Events * Client Login * Fidelity Account Login * Personal Financial Website Login * Cetera Account Login * Open A Digital Account * No-obligation Investment Plan * Contact Us * Financial Review Fact Finder RETIREMENT INCOME Does your retirement income plan feature a Social Security, Roth IRA / IRA distribution and a tax diversification strategy? Learn More TRANSFER THE RISK Are your life, disability, and long-term care insurance sufficient to take care of your family if something happens to you? Learn More PLAN AHEAD Our wealth management plans and our coaching strategies are all designed to get you to the place you want to be. Learn More TEAMWORK IS THE KEY Our team will help you consolidate and simplify your old employer 401(k), 403(b) and TSP retirement accounts, into one Rollover IRA. Learn More RETIREMENT PLANNING AND TAX ANALYSIS FOR HIGH ACHIEVING PROFESSIONALS WITH CONSERVATIVE VALUES Welcome, I’m Chris Holcomb, and I serve as the Branch Manager for our Columbia, Maryland office. I am a fiduciary and I hold the following designations: CERTIFIED FINANCIAL PLANNERTM , Certified Kingdom Advisor® and Chartered Retirement Plans SpecialistSM. I am also a licensed agent for life, disability and long term care insurance. I am a graduate of Liberty University, and I am an active member of The Church at Severn Run. Our firm strives to be a calm and confident financial voice in a noisy world. We bring optimism and assurance to our clients by offering guidance in financial planning, financial coaching, investment management strategies, and insurance solutions (CA Insurance License #0M76099). We refer to our fundamental values as the "Treasure Plan," drawing inspiration from the notion that where your treasure is, your heart will be also. The Treasure Plan comprises six vital components: Faith, Freedom, Family, Friends, Fitness, and Finances. Our specialized focus lies in Retirement Planning, encompassing 403(b)s, TSPs, 457s, IRA Rollovers, Roth IRAs, and brokerage accounts, as well as Retirement Income Planning, which includes IRAs, Roth IRAs, brokerage accounts, Pensions, Social Security, and Medicare. Recognizing the unique challenges that arise as you prepare for retirement, we aim to demystify the complexities of both today and tomorrow. Our personalized financial planning service centers on your distinct financial aspirations and objectives. Our team of seasoned professionals holds years of experience in the realm of financial services. We eagerly anticipate the opportunity to guide you through every stage of your life journey. Schedule a Complimentary 30-Minute Introductory Call CHRIS' STORY Chris discovered his passion for retirement planning during his 20-year corporate career. While working at three publicly traded companies, he became fascinated with 401(k) plans and studied them extensively. Chris noticed many colleagues felt overwhelmed choosing funds and allocating percentages in their plans. This inspired him to help people prepare for retirement, so in 2007, he decided to pursue a career as a financial advisor. In 2011, Chris earned his CFP® designation and decided to channel his expertise into launching his own firm - Heritage Financial Advisors in Columbia, MD. Now, Chris guides clients into and through retirement with confidence. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. WE HAVE EXPERIENCE IN SERVING... HIGH INCOME PROFESSIONALS Professionals who are highly compensated have some unique requirements and opportunities. They tend to be more interested in fulfilling aspirational plans, retiring early, and reducing taxes. Learn More FAITH BASED INVESTORS If you're seeking to align your investments with your Christian values, our Faith-Based fund models offer a solution. These models enable you to invest in companies that align closely with your morals, principles and beliefs. Learn More RESTARTING INDIVIDUALS Newly single individuals have distinct financial planning requirements. Whether it's retirement, life insurance, or long-term care planning, our services are tailored to address their specific needs and guide them through the available options. Learn More PRE-RETIREES Retirement planning and retirement income planning are two of the most complicated financial challenges you will face in life. We will help you create a plan and monitor your progress, using our customized, tax efficient investment management, and insurance solutions. Learn More RETIREES We provide retirement income planning, IRA/Roth IRA account management, tax-efficient withdrawal strategies, and Social Security/Medicare coaching, tailored specifically for retirees, positioning them for a solid financial future throughout their retirement years. Learn More Contact Us LIVE WELL...GIVE MORE - A UNIQUE EXPERIENCE CREATED EXCLUSIVELY FOR OUR CLIENTS We have developed a life changing, live experience for our clients. In this exercise we lead clients through a guided discussion and self assessment of three major topics: life, money and giving. Using a wheel as a metaphor, we examine what a balanced life looks like, what a balanced financial life looks like and what a balanced giving life looks like. We strive to answer the following questions: "Who do I need to become?" and "What habit, discipline or behavior, do I need to START, EXPAND or STOP, to increase my success rating and balance out my wheel?" Then we will set some SMART goals together. WHEEL OF LIFE WHEEL OF MONEY WHEEL OF GIVING CONNECT WITH HERITAGE FINANCIAL ADVISORS: Have a Question? TEST YOUR INVESTMENT KNOWLEDGE! How much do you know about investing? Take our quiz and find out instantly. First Name Last Name Email Address Thank you! Oops! CONTACT Heritage Financial Advisors, LLC Office: (410) 975-8387 Toll-Free: (855) 558-4287 8850 Columbia 100 Parkway Suite 314 Columbia, MD 21045 Series 7 and 66; Life Health & Long-Term Care Send an Email QUICK LINKS * Featured Video and Presentation * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2024 FMG Suite. Chris Holcomb is a Registered Representative (CA insurance license #0M76099) of and offers securities through Cetera Advisor Networks LLC (doing insurance business in CA as CGFAN Insurance Agency LLC, insurance license #0644976), member FINRA/SIPC. Advisory Services & Financial Planning offered through Vicus Capital, Inc., a federally Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Securities orders cannot be honored when communicated by email. This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com. | Important Disclosures and Form CRS | Business Continuity | Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.