Meet with Heritage First

Schedule a Meeting

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3 Easy Steps


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


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


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


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