<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1879052705672633&amp;ev=PageView&amp;noscript=1">
Schedule A Consultation

Dave Ramsey refers
to Shanna Tingom as a...

Learn More

These years should be as enjoyable as possible.

Have you ever been concerned about becoming a financial burden to your loved ones?

Learn More

You planned for this special day...

But do you have a solid plan in place to ensure you don't fall short financially when it comes time to retire?

Learn More

You are busy living your life and enjoying each day.

Have you ever thought about the very real possibility of outliving your retirement savings?

Learn More

Saving for future financial needs.

Saving for College or Retirement

  About Saving 
Financial Planning for Retirement in Arizona

Retired or Near Retirement

Entrepreneurs and small business owners.

Small Business Owners

Women divorcing and planning finances.

a Divorce

Assets & Divorce
Meet out financial planning team.

Meet Our Team

They say it takes a village to raise a child. Well, in the financial world, it takes a great team to provide clients with stellar service. Shanna has a passion for helping empower others with their financial futures, and in doing so, has surrounded herself with an amazing team. Let us be your first choice in a financial and retirment planner partner. Serving Gilbert, Chandler, Tempe, Mesa, Scottsdale and Phoenix, Arizona. Meet our talented team here!
Let's Meet the Team >>

Fiduciary responsibilities of financial planners.

Fiduciary Responsibility

It's easy to write fiduciary responsibility, but what does it really mean? And more importantly, what does it mean to you? Click here to find out!

"Fiduciary" Explained >>

Certified financial planners add value.

How Advisors Add Value

We start by putting quarters in piggy banks when we are children, but as we get older, saving and the reasons why we save, as well as what we save for, change drastically. A financial advisor specializes in helping people make sense out of a complicated topic, and they help you in many ways you may not have even considered. Find out what we do for you here!

See How We Add Value >>

Fee structure for financial services.

How We Get Paid

There are many ways an advisor can get paid. Some are complex and not always in your best interest. An advisors fee structure should be transparent and should give you the peace of mind that they are working for you every day, not just when you want your money moved. Find out about our fees here!

View Our Fee Structure >>

Who Is Shanna Tingom & Heritage Financial?

December 10, 2016

How Should You Plan Your Finances After A Divorce?

November 18, 2016

What Does a Financial Planner Do?

January 31, 2017
More Videos


8 Daily rituals most millionaires have in common

8 Daily rituals most millionaires have in common

Ask anyone to list their goals, and it is practically a guarantee that they will say becoming a millionaire. While having more than a million dollars in the bank may seem like a distant goal, the..

5 Interview Questions to Ask Your SmartVestor Pro

5 Interview Questions to Ask Your SmartVestor Pro

Now that you’ve received your list of SmartVestor Pros, what is the next step to finding a pro who is right for you? These questions will help you know what to look for when you talk to any investing..

Life Happens…and so do accidents. Are you prepared?

Life Happens…and so do accidents. Are you prepared?

Life happens and it’s sometimes not how we planned! 

While we’re just past Independence Day, I wanted to tell you about the June my husband and I experienced. Trust me, it wasn’t exactly what we had..

More Blogs