Resources
Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What financial services does Heritage Capital Group offer?
We provide comprehensive financial planning, investment management, and wealth advisory services tailored to your specific goals. Our team works with individuals and small business owners to build strategies that fit your unique situation.
How do you structure your pricing?
We offer flexible fee arrangements based on the scope of work and your needs, whether that's hourly consulting, asset-based management, or project-based planning. We'll discuss pricing transparently during your initial consultation so there are no surprises.
Do you work with clients outside of Corona, CA?
While we're based in Corona, we work with clients throughout Southern California and can often serve clients remotely depending on the nature of your needs. Reach out through our site and we'll let you know if we're a good fit for your situation.
How quickly can I get started working with you?
We typically schedule initial consultations within a few business days, and the timeline from there depends on your goals and complexity. Once we understand what you need, we'll give you a clear picture of next steps and timing.
What should I prepare for my first meeting?
Bring a general overview of your financial situation—income, assets, debts, and any existing investments—along with your main goals or concerns. Don't worry about having everything perfect; we'll help you organize the details during our conversation.
Can you help with both personal and business finances?
Yes, we work with both individuals and small business owners, and we often help clients navigate the overlap between personal and business financial planning. Let us know your situation and we'll discuss how we can help.