Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

What We Offer

At Heritage First, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Your Retirement Compass

Our commitment to serve our clients is grounded in our signature planning process, “Your Retirement Compass." This three-step strategy is designed to give you the direction you need to make the right decisions for your retirement future.

Your Retirement Compass has three easy steps:


Define values
Establish goals
Chart your course


Revisit goals
Identify gaps
Recommend and implement solutions


Monitor and review journey
Maintain balance for changes or volatility
Ongoing effort to make sure plan is consistent with goals

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Provide for the people and causes you care about the most.


Legacy Planning

We can also refer you to professionals who provide the following services:

Charitable Giving
Estate Planning
Tax Planning

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 816-931-0375

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