Reach Your Goals with a Personalized Financial Plan
Put your money to work
through a disciplined
investment strategy.
Secure your future with a
structured retirement
plan.
Establishing goals and setting a
clear path to reaching them is
our expertise.
We offer comprehensive solutions to guide you through all of your financial decisions, everything from growing wealth through investment strategies, planning for your family’s future, and preparing for retirement. We have offices in Tucson, Gilbert, Scottsdale and Peoria AZ.
Whether you’re fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan.
As a full-service establishment, we can assist you in a variety of ways.
Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.
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GBA Financial Concepts, Inc will educate you on planning for the future and get you excited for what’s to come.
Rising education costs require a forward-thinking plan. GBA Financial Concepts, Inc can help you prepare for one of life’s biggest investments.
We’d love to hear from you. Give us a call and we’ll get started.
Recent articles, blog posts, and other tips and insights about making money fun.
When you plan for retirement, you’re taking a long distance approach that measures success in very large numbers somewhere decades in the future. But working towards something so distant can be discouraging for those plodding along in the present.
The vast majority of financial planning advice isn’t gender specific, but there are still a few important thingswomen in particular need to know to help build a safe, secure, and well-deserved retirement fund.
There are many different theories, each recommending a different amount for a safe and secure level of retirement savings. But, if you want a general idea to help shape your plans for the future, you should try this relatively simple method as recommended by US News.
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Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, KS, ME, MO, NM, NV, NE, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. As of 2017, Shanna has become a Smartvestor Pro in affiliation with author and renown financial personality, Dave Ramsey.
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