Financial Planning And Investment Management
How We Helped Clients Achieve Their Financial Goals
John & Amanda Wilfert
Building a Stronger Future: John and Amanda's Journey with Heritage Financial
Meet John and Amanda Wilfert, a couple who turned to Heritage Financial Strategies for guidance during a decade filled with significant life changes. With John becoming a full-time guardian for his father and executor for his grandfather’s estate, and the couple welcoming four children, they sought a financial planner who could provide more than just products. They found a partner in Shanna, who offered both financial guidance and personal support during challenging times. The Wilferts emphasize the value of having a fiduciary who truly cares about their well-being and has helped them explore options like 529 and UTMA accounts for their children. They encourage others to start their financial journey now, regardless of their circumstances, to benefit from the wisdom and guidance that comes with it. Watch to learn how a supportive financial team can help you navigate life’s complexities with confidence!
Kathleen Dowler
The Value of Financial Education: Kathleen's Journey with Heritage
Meet Kathleen Dowler, a dedicated nurse and community health director, who shares her transformative experience with Heritage Financial Strategies over the past five years. Alongside her husband Dan, Kathleen sought a financial partner who could provide more than just account management; she wanted a mentor who could educate and empower her to make informed decisions about retirement planning and long-term financial security. Kathleen highlights Shanna's enthusiasm for teaching and the personalized approach that helped them fine-tune their portfolio and navigate the complexities of market volatility and taxes. She emphasizes the importance of being open about finances and seeking expert guidance. Kathleen encourages others to start their financial journey early, emphasizing that working with an expert can lead to greater security and confidence in the future. Watch to discover how education and support can transform your financial decisions!
Wendy Rios
Wendy's Financial Makeover: Finding Freedom and Peace of Mind
In this inspiring testimonial, Wendy Rios shares her journey toward financial freedom and the transformative impact of working with a financial planner. Discover how personalized guidance helped her and her husband take control of their finances and work toward their retirement goals. Watch to learn how a strategic approach can change your financial future!
Lisa Jachowicz
Achieving Dreams: Lisa's Path to Early Retirement with Heritage Financial
In this inspiring testimonial, Lisa Jackowitz shares her journey toward early retirement and the transformative impact of working with Heritage Financial Strategies. After nearly nine years as clients, Lisa and her husband Nick have built a solid financial plan that has allowed them to retire significantly earlier than expected. With a focus on relationship-driven advice, Lisa discusses how having a trusted financial partner has positively impacted their overall well-being. Watch to learn how a strategic approach can change your financial future!
Christina Coates
Navigating Life’s Challenges: Christina’s Journey to Financial Security
In this heartfelt testimonial, Christina Coates shares her journey of navigating unexpected health challenges and the importance of financial planning. After being diagnosed with a rare brain disease, Christina and her spouse, Waverly, sought guidance from Heritage Financial Strategies to ensure their financial security. In just a few months, they’ve experienced significant wins, including eliminating all debt except their home. Christina emphasizes the value of having a plan and encourages others to seek help without fear of judgment. Watch to learn how a supportive advisor can empower your financial future!
Bart Wensink & Lori Durham Wensink
Together Towards Tomorrow: Bart and Lori's Financial Planning Experience
In this insightful testimonial, Bart and Lori Wensink share their journey with Heritage Financial Strategies as they sought guidance on their retirement goals. With two daughters in college and a desire for financial clarity, they turned to expert advice to fine-tune their plan. Through their experience, they discovered the importance of open communication about finances and the value of working together as a couple. They emphasize that financial success is about consistency and partnership, not just quick wins. Watch to learn how choosing the right fiduciary advisor can significantly impact your financial journey!
Tony & René Steelman
Customer Care That Counts: The Steelman Family's Experience with Heritage Financial
Meet the Steelman family—Tony and René—who relocated to Arizona five years ago to enjoy retirement and play more golf. With six children and 14 grandchildren, they sought financial guidance to navigate their new chapter. After discovering Heritage Financial Strategies through a prompt response to their inquiry, they found a dedicated team that provided exceptional service and support. Tony and René emphasize the importance of customer care and ongoing communication, especially in today’s unpredictable markets. They share their philosophy of hiring finance experts, allowing them to focus on what they love. Watch to learn how trusting the right financial partner can lead to peace of mind and a fulfilling retirement!
