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Frequently asked questions
Do you work with clients outside Corona, or just locally?
We're based in Corona and primarily serve the Inland Empire region, but we're happy to discuss your situation regardless of location. Reach out through our contact form to see if we're a good fit for your needs.
What kind of financial planning do you actually do?
Heritage Capital Group works with individuals and small business owners on investment management, retirement planning, and wealth strategy. We'll talk through your specific circumstances during an initial conversation to map out what makes sense for you.
How long does it typically take to get started working together?
After your first meeting, we can usually move things forward within a week or two, depending on the complexity of your situation and how quickly you can gather the information we need. We'll give you a clear timeline once we understand what you're looking for.
What should I bring or have ready for a first conversation?
Bring a general sense of your financial picture—current investments, income, major expenses, and what you're hoping to accomplish. You don't need to be perfectly organized; we're used to working with people at all levels of financial readiness.
Are there minimum account sizes or investment amounts to work with you?
We work with clients at different stages, and our approach scales based on your situation. Contact us to discuss what we can offer given your specific circumstances and goals.
How do you charge—is it fees, commissions, or something else?
We structure compensation based on the type of work and relationship we're building, and we're transparent about it from day one. We'll walk you through exactly how it works before you commit to anything.