Heritage Member

$1,250.00 / month

Clear

Description

The Heritage Membership includes:

  • Access to the HSA Members Only Portal
  • Access to all HSA Deal Flow
  • Access to all HSA Quarterly Events
  • Monthly Freedom & Legacy Group Calls
  • (1) Client-Maintained E-Money Advisor Account
  • (1) Annual Planning Call with HSA Team
  • (1) Annual Financial Plan

Additional information

Payment Options

12 Monthly Installments