Worried that your financial strategy is Missing Something?

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


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.

At Heritage First, 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

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. 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.

Your Retirement

Footprints. We all leave them, but how intentional are you with the steps you take? Your Retirement Footprint, our three-step planning process, was designed to help you make your mark in retirement and leave a lasting imprint on the people and causes you cherish most.

Step – 1

When you envision your ideal retirement, what do you see? At our initial visit, we’ll listen and learn the goals and concerns you have for your financial future and determine how you define legacy.

Step – 2

If we mutually agree we’re the right fit for your retirement, we’ll take the next step together. Our team of seasoned financial professionals will work as one to design a financial plan that’s uniquely you.

Step- 3

With your approval, we’ll put your customized strategy in motion. That’s only the start of this journey, though. Constant communication and monitoring will help your plan remain forward-thinking.


Footprints show not only where we’ve been but a way forward for those who follow.
Through purposeful planning, we’ll define your legacy with meaning and significance, helping ensure your impact is truly generational.

Ready to Take The Next Step?

To start planning your retirement journey, schedule a meeting today or register to attend a webinar.

Or give us a call at 816-931-0375


Thinking about Medicare?

We can help you understand your options.