BBB Accredited Business Profile

Family Heritage Group, LLC

Family Heritage Group, LLC

(916) 967-3500

Family Heritage Group, LLC

17 years in business
8261 Greenback Ln Ste 100
Fair Oaks, CA 95628-2533
Fax Numbers
  • (916) 967-3520
Additional Phone Numbers
  • (888) 313-1010
Additional Email Addresses
BBB File Opened: 12/11/2001
Business Started: 06/01/2000
Business Incorporated: 05/26/2000 in CA
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Ms. Kathy Jennings, Director of Finance
  • Mr. Edward Outland, Principal
Business Category
  • Estate Planning and Management
Products & Services
Family Heritage Group, LLC offers comprehensive estate planning programs.
Service Area
We service the following area(s): AMADOR County, CA, BUTTE County, CA, CALAVERAS County, CA, COLUSA County, CA, EL DORADO County, CA, MERCED County, CA, NEVADA County, CA, PLACER County, CA, SACRAMENTO County, CA, SAN JOAQUIN County, CA, SIERRA County, CA, SOLANO County, CA, SUTTER County, CA, TEHAMA County, CA, TUOLUMNE County, CA, YOLO County, CA, YUBA County, CA
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



We provide our clients with the educational tools they will need in order to qualify for Government Entitlements. We specialize in Veterans' Aid & Attendance Benefits, Service Connected Disability Benefits and Custodial Care Planning for the General Public under the California State Medi-Cal Entitlement Program. Additionally, we are a full service Investment Advisory Firm and Securities Approved (FINRA) associated with One Source Health & Wealth Management, Registered Investment Advisory Firm. 

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

M: 10:00 AM-5:00 PM
T: 10:00 AM-5:00 PM
W: 10:00 AM-5:00 PM
Th: 10:00 AM-5:00 PM
F: 10:00 AM-5:00 PM
S: Closed
Su: Closed
H: Closed

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Family Heritage Group, LLC

Family Heritage Group, LLC


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