Simple, though, does not mean easy, especially when the markets are turbulent. But that’s precisely when it’s most important to stick to the plan. And we know you’ll feel more comfortable sticking with the plan if you understand the “why” behind your investments. That's why we believe that you should understand any investment before you invest. We will work hard to explain things in plain English, not “investment jargon” so that the longer we work together, the more you’ll come to understand and be able to work with us as a true and fully participating partner. We know it doesn’t come over-night, but we’re always here to answer any questions you have. And we’ll never make you feel stupid. We’ll work together to give you a level of comfort about your investments and your investment plan so that you know we’re working towards a collective goal.
As of Spring 2017, Shanna has become a Smartvestor Pro in affiliation with author and renowned financial advisor, Dave Ramsey.
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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, MO, NM, NV, 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 advisor, Dave Ramsey.
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