We approach the financial marketplace with a fresh perspective, identifying opportunities and solutions that are innovative and effective. Youll see from the start that our priority is you, and that our approach reflects that. Heres what sets us apart.
1) We start by getting to know you and what you want to accomplish. We meet throughout the year to ensure that your financial plan is aligned with your current lifestyle, as well as any relevant changes to legislation.
2) We work closely with you to develop a customized plan designed to protect and grow your wealth in line with your personal values and goals. We provide personalized, one-on-one attention, backed by a robust team and access to a range of resources and experience to help you achieve your financial goals.
3) Your finances affect every aspect of your life. We look beyond our relationship with you to consider a wider perspective, proactively engaging with your team of trusted advisors lawyers, accountants, and more to enhance our strategies and strengthen our plans for your unique situation.
4) Our team is an integral part of your success. Our highly educated professionals possess key licenses that speak to their ability to provide guidance, and they are continually learning about new strategies and resources to share with you.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Assets Managed by Advisor
B.S. - Finance
Nasser Ali is a Registered Representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants, LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-3136547-062320