Why do people routinely have a separate tax person, a separate investment person, a separate insurance person and a separate attorney? The result is often a hodge-podge of different decisions, made at different times for different reason with little or no coordination. No single decision can effectively be made in a vacuum and poor financial choices can have devastating consequences.
Welcome to a unique Investment Advising community…
Heritage Financial Group helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors, and your family.
We work with you to develop a comprehensive plan that will address the different areas of wealth management and issues related to each. We look at all areas of one’s financial picture to ensure decisions are made from a position of strength, knowledge and understanding without unintended consequences.
Begin exploring what we bring to the table.
The Heritage Wealth Report is a short, breezy newsletter that arrives each week and keeps its subscribers up-to-date on the market, economy, and other interesting, but not necessarily market-related, information.
NETXinvestor | click here
Description: NetXInvestor provides you with online access to your Pershing investment accounts,
night and day, seven days a week.
Trust Reporter | click here
Description: Trust Reporter Online Access provides details of your First Trust Company of Onaga account transactions and holdings on a day-delayed basis. Quarterly electronic statements are also available.