Heritage Planners

Heritage Planners Paul J. Haye, CLU®, ChFC®, AEP® became an Agent with New York Life Insurance Company in 1981. I am not licensed in all jurisdictions. AR ins lic #965899.

Paul is an active member of the National Association of Insurers and Financial Advisors, NAIFA and is a member of his local Society for Financial Service Professionals. Since 2007, he has been a member agent of The Nautilus Group, a resource for estate conservation and business succession ideas. The Nautilus Group is a service of New York Life Insurance Company available to a limited number of su

bscribing agents. Paul is also an Investment Advisor Representative with Eagle Strategies, LLC, a Registered Investment Advisor. His relationship with Eagle Strategies allows him to provide financial planning service and fee-based investment advice to his clients. Paul lives with his wife Ruth in Perrysburg, Ohio and is a proud member of the community. Heritage Planners is not owned or operated by New York Life Insurance Company or its affiliates. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Paul is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Heritage Planners nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA ins lic .

1684 Woodlands Dr
Suite 105
Maumee, OH 43537
(419)887-4707
x4707

06/01/2026

The lessons that matter most are reflected in what we do every day. Each thoughtful choice helps shape the next generation’s path.
I work with families to protect what they’ve built and help make their vision for the future a reality.
Let’s start the conversation today.

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.
05/28/2026

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a par...
05/25/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almo...
05/21/2026

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almost three years, new data showed Thursday.

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees sh...
05/18/2026

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees should live out their golden years.

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building weal...
05/14/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

A Kiplinger editor shares some retirement wishes for her father.
05/11/2026

A Kiplinger editor shares some retirement wishes for her father.

For many business owners, the company is the estate plan. But will there be enough liquidity to: —Cover estate costs?—Ke...
05/07/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

is all about families coming together to focus on their health and well-being, including their financial health. Need ...
05/04/2026

is all about families coming together to focus on their health and well-being, including their financial health. Need some help warming up? I can help you jumpstart your family financial talk.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy...
04/30/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

Address

1684 Woodlands Drive, Ste 105
Maumee, OH
43537

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

& www.Heritage-Planners.com

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