Heritage Financial Strategies

Heritage Financial Strategies is an independent financial services firm devoted to the developement of lasting relationships.  In order to give you options consistent with your financial aspirations, we believe that it begins with truly knowing and understanding you.  As opposed to the common industry experience of being talked to, our conversations dig into what you desire so that we can always listen to understand, regardless of your account size or investment knowledge.

Our Core Values:

Integrity:  We believe in always doing what is right for you.

Honesty:  We’ll tell you what you need to hear, even if it is not what you want to hear.

Transparency:  We provide clear costs and fees for our services.

FUN:  We think investing should be fun, we do our best to help you enjoy the process.

Our passion is supporting our clients’ financial interests and goals through life’s transitions both personally and in business.  Our team of seasoned experts provide professional services in:

Fiduciary Investment Management, Financial Planning, Education Funding Strategies, Insurance Risk Assessments, Retirement Planning, Annuity Review, Financial Coaching.

We are Dave Ramsey Smartvestor Pro’s.  We believe that everyone deserves access to solid, professional investing guidance. We have the heart of a teacher, not a salesman.  We’ll work together to create a plan to help you reach your goals and fit investments into your life, help you understand what you’re investing in and why, and encourage you to stick to your long-term goals.