Feel confident you have a plan to secure your financial future
What You'll Get
Personal Financial Plan
I'll help you create a personal financial plan that works for you.
Knowledgeable, Independent Guidance
You'll work with me - an independent fiduciary - to secure your financial future.
Straight Forward Costs
You'll receive valuable financial guidance with no hidden fees.
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 YEARS' 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, I know a thing or two about helping people just like you feel good about their finances.
Get Started Today
Schedule a Complimentary Consultation
Click, tell us about yourself, and pick the time, date and location that works best for you.
Meet With Us
No pressure, no stress. Just a conversation about how we can best help you.
Move Toward Financial Success
Together...we create plan to get started moving you towards financial success.
Watch some of our videos to learn more about what we believe, how we work and how we can help you!
Check out the background of firms and investment professionals on FINRA'sBrokerCheck
Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, KS, MO, NM, NV, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. As of 2017, Shanna has become a Smartvestor Pro in affiliation with author and renown financial advisor, Dave Ramsey.