Meet the professionals who can help you Pursue Your Goals
We guide individuals and families toward their ideal retirements.
Meet The Team
Family Heritage Group’s goal is to advise our clients with the best information possible so they can make informed decisions while preserving their valuable assets.
Edward D. OutlandFinancial Advisor
As chief executive officer and owner of Family Heritage Group, LLC, Edward is nationally recognized for educating and empowering retirees through the maze of money-related issues.
Ed is an Investment Adviser Representative with One Source Health & Wealth Management, a Registered Investment Adviser firm located in Folsom, California.
Ed is well-known for his insight into the problems that impact every senior citizen who has a family member suffering from catastrophic illness. Family Heritage Group recommends their clients don’t choose the “go-it-alone” route. The preservation of assets and resources begins by providing a comprehensive legal, financial and insurance analysis, followed up by implementation of the Medi-Cal qualification process. This process remains in place for the remainder of our clients’ lives.
We will clearly describe all of the choices available to you. Most adults have not done enough to protect and preserve their estate. We will help you make the best choice for your family or community by preserving your legacy.
With over 30 years of administrative, management and accounting experience, Kathy assists our clients with appointments and questions, serves as our lead Medi-Cal consultant and assists with veterans benefits.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.