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Our Services

One of our primary goals at Heritage Financial is to assist our clients in becoming better financial stewards by helping them to make wise investment decisions.

Investment planning in today's environment is exciting and can provide many opportunities.  However, at times it can also become frustrating, confusing and complicated.  In one of His parables, the Lord used investing to illustrate a spitirual truth (see Luke 19:11-23).  In this parable, the unwise steward allowed his fear to influence his investment decision.  (It is important to remember that doing nothing is an investment decision.  Depending upon your circumstances and goals, keeping your money in cash can either be a wise decision or an unwise decision.)

At Heritage Financial, after carefully examining your current needs and circumstances, we'll develop a workable plan using appropriate strategies customized to help you achieve your goals and dreams.

We help our clients execute a sound investment program that they will understand utilizing the following services and investments:





To assists us in providing our services, we use a wide range of "investment tools."  At Heritage Financial, we view "investments" simply as tools; not as the solution, but as a tool in creating a financial solution.

  • Interest-bearing Checking Accounts
  • Certificates of Deposit - FDIC Insured 
  • Money Market Funds
  • Bonds (corporate, municipal, government)
  • Stocks
  • Mutual Funds
  • CMOs, REITs, UITs, ETFs
  • Tax-free Investments 
  • Insurance: Life, Disability, Long-term Care
  • Annuities: Fixed, Variable, Immediate

Call today and let us design a plan around your current and future needs and goals!


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck