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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 ask your Financial Consultant - Understanding Investments, Financial Firms, & Plans

October 5, 2017 BY Shanna Tingom, AAMS®

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..

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