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How will I help you understand my investment recommendations?

October 27, 2017 BY Shanna Tingom, AAMS®

When it comes to investing I encourage people to be cautious. There are different types of investments that meet different goals so it’s important to ask questions and research the best options for..

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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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