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Financial Planning And Investment Management

feel confident that your financial future is Secure.

WHAT YOU'LL GET

Straightforward Costs

You'll receive valuable financial guidance with no hidden fees.

Personal Financial Plan

We’ll help you create a personalized financial plan that works for you.

Knowledgeable, Independent Guidance

You'll work with us - independent fiduciaries - to secure your financial future.

What Our Clients Have to Say

"We wanted to retire relatively early. Our target was 50...and because we checked in so regularly with you, we were able to retire at 46 and 42!"

Lisa Jachowitz

"It is never too late or too early to check in and see how you are doing and get some good direction."

 

Chris Coates

" It’s the follow up...that you don’t get other places so it made a difference. The most important thing is having someone you can trust. Someone you feel comfortable with."

Tony & Rene' Steelman

"There’s so many loop holes and things are changing all the time, the rules are changing, tax laws are changing that’s something that's to overwhelming.If you don't keep your eye on it, you can get yourself in trouble so that's why we needed a professional like Shanna."

Mark Durrick and Liza Maldanado

"The cost of using a financial planner is well worth its weight in gold when you realize that they can help you get to your goals faster and better than you can do yourself."

Wendy Rios

"We wanted to know...if we were on the right path."

 

 

Bart Wensink & Lori Durham Wensink

Secure Your Financial Future

Investment options can be complex - don't waste anymore time second-guessing your financial decisions.

Work with your financial advisor so you can have clarity surrounding your finances and feel confident your financial future is secure.

20 Year's Experience

Stop feeling like you are behind in your financial planning, and start working toward financial success. With over 20 years experience in the financial industry, we know a thing or two about helping people just like you feel good about their finances.

20 Year's Experience

Stop feeling like you are behind in your financial planning, and start working toward financial success. With over 20 years experience in the financial industry, we know a thing or two about helping people just like you feel good about their finances.

GET STARTED TODAY

1

Schedule a Complimentary Consultation

Schedule a complimentary consultation and see how we can help.

2

Meet With Us

Meet with us so we can understand your financial needs.

3

Move Toward Financial Success

Confidently move toward financial success, knowing your financial future is secure.

Find Out If You Are Prepared For Retirement

Quick Insight: Discover Your Money Mindset in Under a Minute!

Learn
More

What our Core Values mean to you
Are you a good fit for Heritage?
What is a Fiduciary?

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