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Heritage Planners

Paul J. Haye

Financial Advisor
  • ABOUT
    • Our Firm
    • Our Team
    • Designation & Affiliations
    • Our Process
    • Where We Do Business
  • EXPERTISE
    • Insurance Planning
    • Individual Planning
    • Investment Planning
    • Business Planning
    • Life plan for your business®
    • Special Needs Planning
    • Income Tax Strategies
  • RESOURCES
    • Nautilus Blog
    • Strategic Alliances
    • News
    • Guideposts
    • Tax Planning
    • Press Releases
  • EDUCATION
    • Helpful Links
    • Video Library
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OUR PROCESS

We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there. At Heritage Planners, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group®, experienced professionals with disciplines in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Our 7 Step Process

Step 1 - Clarify your concerns and objectives

Step 2 - Provide a clear analysis and projection of your personal and business financial information

Step 3 - Explore possible strategies to achieve your goals

Step 4 - Collaborate with your circle of advisors

Step 5 - Implement and follow up with your plan

Step 6 - Create a summary of your plan and monitor it over time

Step 7 - We'll work closely with you and your family to prepare your heirs to continue the family legacy.

process wheel

Disclosure

Paul Haye is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #965899), AZ, CA (CA Insurance License #0L23377), CO, FL, GA, IL, IN, KS, KY, MD, MI, MN, MT, NC, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Paul Haye is licensed and authorized to offer insurance in California and Arkansas, but Heritage Planners may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Paul Haye is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1684 Woodlands Dr Ste 105, Maumee, OH, 43537, 419-887-4707. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MT, NC, NH, NJ, NM, OH, PA, SC, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Paul Haye is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MT, NC, NH, NJ, NM, OH, PA, SC, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Paul Haye is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Timothy Haye is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #17351406), CO, FL, GA, IA, IL, IN, KY, LA, MD, MI, MN, NC, NV, NY, OH, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Timothy Haye is licensed and authorized to offer insurance in Arkansas, but Heritage Planners may not be. For additional information on Arkansas licensure status, please click here.

Timothy Haye is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4032 N Holland Sylvania Rd, Toledo, OH, 43623. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NV, NY, OH, PA, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Timothy Haye is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NV, NY, OH, PA, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

Timothy Haye is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Louis Fahrbach is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CO, IN, MD, MI, MT, NM, and OH. No insurance business may be conducted outside the states referenced.

Louis Fahrbach is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1684 Woodlands Dr Ste 105, Maumee, OH, 43537, 419-350-0317. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, IN, MD, MI, NM, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Louis Fahrbach is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, IN, MD, MI, NM, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

Heritage Planners is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Heritage Planners nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Heritage Planners

Paul J. Haye

Financial Advisor
  • ABOUT
    • Our Firm
    • Our Team
    • Designation & Affiliations
    • Our Process
    • Where We Do Business
  • EXPERTISE
    • Insurance Planning
    • Individual Planning
    • Investment Planning
    • Business Planning
    • Life plan for your business®
    • Special Needs Planning
    • Income Tax Strategies
  • RESOURCES
    • Nautilus Blog
    • Strategic Alliances
    • News
    • Guideposts
    • Tax Planning
    • Press Releases
  • EDUCATION
    • Helpful Links
    • Video Library
  • LOGIN
  • CONTACT US

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf