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.

The Wealth Report | click here

Please sign up to stay in touch and to receive the Heritage Wealth Report.

This short, breezy newsletter will arrive each week and keep you up-to-date
on the market, economy, and other interesting, but not necessarily market-related, information.

We will not sell or distribute your contact information and you may
unsubscribe at any time.

MoneyLink | click here

Description:  Our Exclusive MoneyLink Platform will simplify your life by
allowing you a big picture view of your entire financial situation, easily
accessible online via any tablet or smartphone. Get the answers you
need, wherever you are.
● Organizer:  Connect All your accounts for an organized consolidated view.
● Investments:  Interactive charts and detailed views provide you with increased visibility.
● Financial Workshops:  See if you’re on target to reach your most important financial goals.
● Education Center:  Your own library of videos, articles and resources to increase your financial knowledge.
● Vault:  Safely store your most important documents for quick and easy access.
● Track Spending:  know how much your spending and where.
● Budgeting Tools:  Set budgets to help you reach your savings goals.

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.