Life Resource Planners of the Treasure Coast is a division of the Estate Planning
Advisors Inc. a Registered Investment Advisory firm licensed in the State of Florida.
LRPTC specializes in identifying the financial resources that are available for clients
to meet their Retirement Income and Health Care Expense needs.
Through the development of a ‘Life Resource Plan”, clients will have a clear
understanding of what resources will be available to them for their long term
retirement, health care and Legacy Planning needs.
Terri Heckman is jokingly known as “Jerry McGuire” as she will “Show You the Money”
to help meet your retirement and health care needs.
Todd Heckman, as “OctoAgent”, understands the unique needs of the
Octogenarian and is highly successful obtaining coverage at very favorable rates.
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Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto.
Third-party rankings from Barron's, for example, are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Generally, rankings are based on information prepared and submitted by the adviser. The Barron's rankings are based on the volume of assets managed by advisers and their teams, revenues generated, and the quality of the advisers' practices. The quality of practice component of the ranking includes regulatory record, length of time in the industry, charitable and philanthropic work, and other factors. Investment performance is not an explicit criterion, because clients' investment goals differ.
Outside the Workplace
Outside the workplace, employee's rights to privacy and free speech protect their online activity conducted on their personal social networks and through their personal email address. However, what employees publish on such personal online sites should never be attributed to the Company and should not appear to be endorsed by or originated from the Company.
Employees should remember that online lives are ultimately linked, whether or not you choose to mention the Company in your personal online networking activity. At all times, employees are subject to the following Company procedures:
1. Without exception, employees may not make reference to the Company's advisory services on their personal sites.
2. The Company logos and trademarks may not be used without prior written consent from the CCO.
3. Without exception, employees may not reference any Company clients.
Life Resource Planners of the Treasure Coast helps clients identify 'Resources'
to meet their Retirement Lifestyle & Healthcare Expense Needs.