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

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.
06/22/2026

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, ...
06/18/2026

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, annuities can:

• Provide retirement income during your lifetime
• Offer a death benefit to beneficiaries
• Potentially pass proceeds outside of probate

Estate planning is an on-going process. This month let’s review your strategy and make sure it reflects your current goals.

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a signific...
06/15/2026

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 raise of 2.8%.

As inflation persists, the 2027 Social Security COLA forecast has dropped slightly to 3.8% — a 0.1% decrease compared to the April estimate.

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, ...
06/11/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

Your odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do...
06/08/2026

Your odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do your research before the negotiation.

The article highlights how different withdrawal strategies may affect taxes during retirement.
06/04/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

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.

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

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