About The Firm
Heritage Capital Strategies, Inc.
2815 Townsgate Rd., Suite 120
Westlake Village, CA 91361-3088
The Heritage Capital Strategies mission is to help clients identify the life insurance products and funding scenarios that manage your current financial risks while maintaining the flexibility to accommodate future modifications.
The team knows that every client has unique circumstances. They have the analytical proficiency, underwriting expertise and market access to customize a life insurance portfolio that meets your financial vision.
The team's affiliation with M Financial Group should provide clients with confidence that their insurance will be proactively reviewed for performance.
About Robert Kulle
Robert is the President of Heritage Capital Strategies, and has spent 20+ years working with business owners and affluent clients to identify the best life insurance products and funding options to accomplish their risk management and planning objectives. His analytical background as a former math teacher, affiliation with M Financial, and highly experienced team offer a competitive advantage in the life insurance marketplace. Robert built HCS with a commitment to new clients and existing clients. Robert is committed to post sale customer service/policy review and has built a team at HCS that brings over 60+ years of experience, knowledge, and relationships that shares the commitment required to manage over $1 Billion of policy Death Benefits for clients.