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!
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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!
As a finance professional with Heritage Financial Strategies I help my clients invest their money to help them meet their goals but I don't help them with every aspect.
If you’re ready to meet with a financial advisor but you’re not sure where to start, you’re in the right place.
At Heritage Financial Strategies, we understand a one-size approach doesn’t work when..