Meet with Heritage First

Get Started In

3 Easy Steps

discover

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

Evaluate

Using Your Retirement Compass, we’ll examine your current financial situation and determine your retirement needs.

plan

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

Schedule a Meeting

816-931-0375

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