Heritage Financial Strategies, under the direction of Shanna Tingom, is an independent financial firm providing objective advice to our clients. We’re helping them reach financial goals that include saving for a college education, buying a home, saving for a wedding or other special occasion, starting a business, or saving for retirement. Shanna is an independent business owner and is not an employee of an investment or financial services firm.
Because we are independent financial professional we have the freedom to structure our business in a way that best serves her clients. We do our best work for those that are saving for retirement or a college education, nearing retirement, small-business owners and those that are divorcing. As such, we utilizes Cambridge Investment Research, Inc. as our broker-dealer to provide services including processing investment transactions, marketing assistance, practice management, and education.
The broker-dealer is responsible for regulatory compliance and adherence to securities laws. Working with Cambridge allows our to offer non-proprietary products such as mutual funds or life insurance, from different companies. we've chosen to work with an independent broker-dealer so we can offer our clients unbiased investment advice compensated by fees, commissions, or both.
Cambridge believes in Shanna and her team’s entrepreneurial spirit. Rather than asking them to fit a mold, they empower them with compliance-friendly programs, products, and services which, in turn, enables them to provide customized investment options to their clients.
For more than 30 years Cambridge has been serving its clients and broker-dealers advisors and their clients with their core values of integrity, commitment, flexibility, and kindness. Recognized in the industry as THE FEE EXPERTS®, Cambridge has been ranked as a fee dealer leader among independent broker-dealers for 16 consecutive years by Financial Planning magazine and is a nine-time honoree in the Broker-Dealer of the Year annual poll by Investment Advisor magazine. Cambridge ranks among the top 10 independent broker-dealers by revenue by Financial Planning magazine.
Heritage Financial Strategies is proud to align with Cambridge because of their commitment to core values which are similar to our own. When you invest with Cambridge, know that your assets are protected by the Securities Investor Protection Act which is administered by the Securities Investor Protection Corporation (SIPC). SIPC is a non-profit, non-government, membership corporation funded by member broker-dealers. As a member of SIPC, know your securities are protected up to $500,000. For more information, visit www.SIPC.org.