Heritage Consulting Group, Inc.

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This is an overview of our philosophy on planning for True Wealth.

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Heritage Consulting Group, Inc.

  1. 2. Nancy Coveleskie, Co-founder ~ Nancy is a life-long resident of Cleveland, Ohio and has been in the financial services field since 1988. She has spent most of her career focusing on retirement planning, wealth transfer and business continuation. She is an Investment Advisor Representative, Series 7* licensed through Financial Network Investment Corporation and insurance licensed for life, health, annuity, property and casualty. She is certified as a Quadrant Living Specialist and has been personally trained in Missed Fortune concepts as a TEAM member by its founder, Douglas Andrew. Nancy is recognized by the Cambridge Who’s Who Executive and Professional Registry and is a member of The Financial Services Institute. She earned her B.S. from Ohio University in 1985 and her MBA in Finance from Cleveland State University in 1988. Nancy is active in the SMOF Stewardship Committee - teaching others how to best utilize their time, talent and treasure. Nancy enjoys an active lifestyle. Traveling, skiing, horse-back riding and relaxing with her family at her vacation homes in Western New York and the Erie Islands are a few of her favorite pastimes. *Securities are offered through Financial Network Investment Corporation, Member of SIPC Gerald Crutchley ~ Jerry brings solid expertise in fiscal management and a depth of skills in business, economics, financial and estate planning strategies. Jerry is nationally known for his lectures on how to leverage idle dollars, both business and personal, to build wealth. Before entering the financial services industry, Jerry was a recognized leader in the healthcare industry. He was credited with bringing a number of recognizable products to market. He also served in senior level positions for several Fortune 500 companies. Jerry has a bachelor’s degree in marketing from the University of Akron and is a veteran of our Armed Services. He is certified as a Quadrant Living Specialist and has been personally trained in Missed Fortune concepts as a TEAM member by its founder, Douglas Andrew. Jerry spends much of his free time mentoring high school athletes through the Ginn Academy at Glenville High School on Cleveland’s near east side.
  2. 3. A Firm Foundation Strengthening Finance Vision Values
  3. 4. Our Mission
  4. 5. “ True Wealth”… <ul><li> Assets: </li></ul><ul><ul><li>Human </li></ul></ul><ul><ul><li>Intellectual </li></ul></ul><ul><ul><li>Financial </li></ul></ul><ul><ul><li>Social </li></ul></ul>Values are Understood Before Assets are Valued
  5. 6. Vision Without Implementation Is Simply Hallucination
  6. 7. Regain Choice And Control Over Assets Creating A Comfortable Retirement While Supporting Our Economy
  7. 8. <ul><ul><li>Positive? </li></ul></ul><ul><ul><li>Negative? </li></ul></ul><ul><ul><li>Struggle? </li></ul></ul><ul><ul><li>Tool? </li></ul></ul><ul><ul><li>Freedom? </li></ul></ul>
  8. 9. In order to see the “ big picture” you can’t look at any one piece of the puzzle in isolation
  9. 10. True family leadership… is the passing on of so much more than money to future generations.
  10. 11. By defining your principles and values, you discover your True North. When deciding a course of action, regardless of the subject at hand, on your True North, you will be headed in the right direction.
  11. 12. Have You Ever Had An Epiphany? That sudden burst of understanding?
  12. 13. Then… you’re getting there.
  13. 14. Mahatma Gandhi &quot;Be The Change... ...You Want To See In The World&quot;

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