Meet with Heritage First

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See our calendars for availability.

Don Lueke

Ryan Hurr

Greg Davis

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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 footprint, 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.

816-931-0375

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