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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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What to Expect at Your First Appointment with A Financial Advisor Consultant

November 13, 2017 BY Shanna Tingom, AAMS®

My Grandpa Maxwell, known as Junior to family and friends, HATED going to the doctor and he would avoid it at all costs. He was afraid the doctor would find something wrong and he’d rather avoid the..

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