Have you considered a
Next Level Retirement?

Achieving an ideal retirement filled with goals and dreams can be even more rewarding.


Can there be even more?

At Heritage First, we believe everyone should be able to live the retirement they’ve always wanted. Our team of experienced professionals can help you create a well-thought-out strategy, using a variety of investment and insurance products and services to help address your unique financial needs and concerns. A full, comprehensive plan. But we don’t stop there.

We can help guide you there.


3 Easy Steps


Schedule a meeting to sit down with us and discover what your financial goals and dreams look like.


By using "YOUR RETIREMENT FOOTPRINT" process, we’ll examine your current financial situation, identify gaps and determine your needs.


Receive a strategy that’s custom built around your unique passions, dreams and retirement goals.

Heritage: Pointing you in the right direction

Heritage First is a financial advisor and wealth manager committed to serving your unique financial services needs through purposeful planning and our signature “Your Retirement Footprint” process. This simple, three-step consultation allows us to uncover Heritage strategies that will help you live your retirement with confidence.

  • Annuities

  • Asset-Protection Strategies

  • Insurance Coverage

    Wealth Management

  • Investments

  • IRAs and 401(k) Rollover

  • Legacy Planning

  • Long-Term Care Strategies

  • Tax - Efficient Strategies

  • Retirement Income Strategies

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions.
Insurance products are offered through the insurance business Heritage First. Heritage First is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. The AEWM does not offer insurance products. The insurance products offered by Heritage First are not subject to Investment Advisor requirements. AEWM and Heritage First are not affiliated companies.


To start building the retirement of your dreams, schedule a meeting today or register to attend a webinar.

Does your portfolio have too much risk?
Or not enough?

Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!

Heritage First, AEWM and Riskalyze are not affiliated companies. Heritage First and AEWM cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze is intended to be used as a tool in designing a financial portfolio.



Inflation and Your Retirement

Have you considered inflation’s impact on your retirement?
Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:

  • What causes inflation?
  • Is my retirement at risk?
  • Why is the rate of inflation rising?

Thinking about Medicare?

We can help you understand your options.


Retirement isn’t the final chapter in the book of life. But rather, a new beginning.


Our Mission Statement

“Our promise is helping you keep yours.”