Heritage Business Strategies Information

The Heritage Business Strategies team has backgrounds in economics, growing multi-generational businesses, law, finance, education, and risk management. Using our decades of experience, we simplify a complicated world for our clients. We specialize in making the elements of our clients’ lives work together in concert. As the business owner’s adviser, we can deliver just about anything a client needs, whether it’s a service, an analysis, or a financial product. Through Gordon Parker, we specialize in: •Business Formation •Business Succession & Exit Planning •Income & Cash Flow Planning •Portfolio Analysis •Retirement Solutions •401(k) Fiduciary Services •Benefits Strategies •Trust & Estate Management •Insurance Planning As an Agent of New York Life, I offer a variety of products that can help you meet a number of insurance and financial needs. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Heritage Business Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Neither Heritage Business Strategies 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. 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. I am not licensed in all jurisdictions. 1206 Laskin Road Ste 230 Virginia Beach, VA 23451 757-417-7700 Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.