Heritage Tax & Insurance Services, Inc. is co-owned by Brian W. White and Matthew D. Copley and is the successor company to White Securities, Inc., a local investment firm founded in 1990.
We have been in our current Mission Valley location since 2004 and we have helped preserve and grow the assets of many of your friends and neighbors. We are a full-service retirement planning firm combining Fee Based Investment Advice, Annuity and Insurance Services, Tax Planning and Preparation, Living Trusts and Estate Planning, and even a Mortgage Banking division specializing in Reverse Mortgages. We are experts at helping retirees manage their wealth with a focus on income planning, thereby enabling them to prosper in retirement and live independently on their own terms.
Our goal is to provide our clients with a secure retirement that provides maximum income with the least amount of taxes. We pride ourselves on developing unique and tailored retirement plans recognizing each of our client’s specific needs and concerns.
Without a retirement plan, you are destined to fail. Our unique and customized retirement plans give you the hard facts and straight answers so you can be financially confident in your senior years. We are a local family-oriented firm that really cares about our clients. If you have questions about your retirement, we can give you the answers you need. Furthermore, we will share with you powerful strategies to increase your income and reduce your taxes. If you are in or nearing retirement, you owe it to yourself to come find out why our clients rave about our service and performance.