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Dave Ramsey refers
to Shanna Tingom as a...

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Retirement should be as enjoyable as possible.

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

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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?

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Living your life in Arizona and enjoying each day.

Have you considered the very real possibility of outliving your retirement savings?

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Saving for future financial needs.

Saving for College or Retirement

  About Saving 
Financial Planning for Retirement in Arizona

Early Retirement Planning

  BE A PLANNER 
Entrepreneurs and small business owners.

Small Business Owners

Entrepreneurs
Women divorcing and planning finances.

Divorce Financial Planning

Assets & Divorce

  

Meet our Team

Meet Us

Shanna has a passion for helping empower others with their financial futures. When you work with Heritage, you work with Shanna, directly. Heritage Financial Strategies is HER company. Let us be your first choice in a financial and retirement planning.

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Fiduciary Investment

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 below to find out!





What is

. . .

Value Added

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!


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. . .

How Much Does it Cost

Working with Us

Our financial planning process will take into account your current income and savings, your debt, your financial liabilities and responsibilities, and ultimately your financial goals for the next 5, 10, 20, even 50 years. Then we start putting together a roadmap of real, practical and simple steps that can help make your plan, your goals, and your dreams a reality.




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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
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