Heritage Capital Concepts
Financial Services - Colorado Springs, Colorado, United States
Heritage Capital Concepts Employees
Heritage Capital Concepts Details
Heritage Capital Concepts. We are a full service financial and estate planning firm. Located in Colorado Springs, ColoradoFounded in 1981, Heritage Capital Concepts is now in its second generation ofleadership. Relationships with our strategic partners go back multiple decades.We surround ourselves with professionals in various industries to be able to createa plan that fits your needs. Our vision is to make financial and estate planning, simple, making you feel Encouraged, Empowered, and Secure.We ask 3 simple questions.What happens if you live to long?What happens if you die to soon?What happens if you get sick in the middle?We assist Individual's, Families, Businesses and Employee's Our Female Team, which includes Jenny, Leisl and Jackie are here to assist you in all your financial needs. We plan for generations. We help with risk reduction, tax efficient strategies and estate planning needs. Steven Paradis, PresidentRichard Paradis, FounderThank you for Visiting Our Page!You can contact us at 719-570-1420Heritage Capital Concepts. We are a full service financial and estate planning firm. Located in Colorado Springs, ColoradoAffiliated with Ohio National Life Insurance Company and Ohio National Life Assurance Corporation.Registered Representatives offer Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242513-794-6794Investment Advisory services offered through O.N. Investment Management Company. Estate Planning services provided in conjunction with your licensed legal advisor.
