Wait! Before you go...

You get an extra 2,000 hours a year in retirement.

How will you spend it? Download this guide to learn 6 ways you can spend your time to help cultivate happiness and a retirement well-lived. Learn:

How lacking this one simple thing could make you twice as likely to die
The importance of keeping your brain alert
Why some people go back to work

X/Twitter
This field is for validation purposes and should be left unchanged.
First Name*
Email Address*
Phone*
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
I consent to receiving marketing text messages from Heritage First at the phone number provided. These messages may include eBooks, whitepapers, events and webinars. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

I consent to receiving non-marketing text messages at the phone number provided. These messages may include schedule appointments, reminders, directions and newsletters. Message frequency may vary. Message & data rates may apply. Text HELP for assistance or reply STOP to opt out at any times
Privacy policy | Terms of Use

Call Us Today at 816-931-0375

CLIENT LOGIN

(opens in new tab)

Services
- Life Insurance
Our Team
High Net Worth
Medicare
In the Media
Resources
Schedule a Meeting
Client Login

Services
- Life Insurance
Our Team
High Net Worth
Medicare
In the Media
Resources
Schedule a Meeting
Client Login

medicare plans

What Are Medicare Advantage Special Needs Plans?

By don | September 15, 2021 | 0

Medicare Advantage Special Needs Plans are varieties of Medicare Advantage Plans that are intended for Medicare beneficiaries with special; needs. Original Medicare consists of Parts A (hospital services) and B…

Financial Advice for Your Recent College Graduate
On the Road Again
Money and Memory
Low Supply Increases Demand
What Are Medicare Advantage Special Needs Plans?

Contact Us

Phone: 816-931-0375
Fax: 816-912-4644
Email: [email protected]

Our Location

800 W. 47th St. Suite 709
Kansas City, MO 64112
Get Directions

Mission Statement

Our promise is helping you keep yours.

Check Us Out

Advisory services are offered through Heritage First Wealth Management, LLC, a Registered Investment Advisor in the State of Missouri. Insurance products and services are offered through Heritage First Insurance Services, LLC, an affiliated company.

Heritage First Wealth Management, LLC, Heritage First Insurance Services, LLC, Heritage First Legacy Planning, LLC, and Heritage First Tax Advisory, LLC are separate affiliated entities under common ownership. Services offered through each entity are separate and subject to the applicable agreements, disclosures, licensing, and regulatory requirements.

The content of this website is for informational purposes only. It is not intended to provide individualized investment, tax, or legal advice or to provide the basis for any financial decision. Nothing contained herein should be construed as a projection of current or future performance or an indication of future results.

Information contained on this website has been derived from sources believed to be reliable; however, its accuracy and completeness are not guaranteed. All information and ideas should be discussed with the appropriate professional prior to implementation.

Investment recommendations are subject to an individual's investment objectives, risk tolerance, time horizon, financial circumstances, and other relevant factors. Investing involves risk, including the possible loss of principal.

Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should not be construed or interpreted as a solicitation to offer investment advisory services to residents of any jurisdiction in which Heritage First Wealth Management, LLC is not appropriately registered, excluded, or exempt from registration.