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What I’ve Learned About Taking the First Step

April 18, 2019 BY Shanna Tingom, AAMS®

Taking the first step is all it takes to create a different life for yourself whether that’s going to yoga class after a long hiatus or your first visit with a financial advisor.

My Fitness Journey


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What to Bring to Annual Meeting with Gilbert Financial Advisor Shanna Tingom

February 28, 2019 BY Shanna Tingom, AAMS®

At Heritage Financial Strategies, we know talking about financial planning can be uncomfortable and it is why we’re dedicated to Making Money Fun. At your annual meeting with Gilbert Financial..

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NEW SERVICE for Divorcing Couples in Gilbert and Scottsdale

January 4, 2019 BY Shanna Tingom, AAMS®

We are pleased to announce that Shanna Tingom of Heritage Financial Strategies, Inc. in Gilbert and Scottsdale has completed The Institute for Divorce Financial Analysts™ (IDFA™) specialized..

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Shanna’s Favorite Places to Eat in Scottsdale

December 17, 2018 BY Shanna Tingom, AAMS®

As I am exploring the area near the Heritage Financial Strategies Scottsdale office located at 3010 N. 67th Place, 85251, I feel like I am living in a foodie’s dream! From sweet to savory and..

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