Welcome to Heritage First
Please explore our site where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This site contains information to help you gain a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation. Yet, there is more. For those interested, you will learn more about defining personal significance after the achievement of financial success. Your legacy can be measured by much more than your balance sheet. Learn how.

We are here to help you--to educate you about the concepts of financial planning. 

Thank you for visiting our site.  Feel free to browse some more and know that we stand ready to serve you and all your financial needs.
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Newsletters
  • Healthy Resolutions Can Pay Off (Literally)
    If you made a New Year's Resolution to get healthy, you may get more bang for your resolution buck than you bargained for. That's because healthy habits can benefit
  • No Matter What Your Age, Your Social Security Statement Matters
    Fifteen years ago, the Social Security Administration (SSA) launched the Social Security Statement, a tool to help Americans understand the features
  • All About IPOs
    Maybe you've heard someone talking about investing in "a hot new IPO" and wondered what all the fuss was about. Or maybe you've heard about a company "going
  • When do I need to submit college financial aid forms?
    It depends on the form you're filling out and whether your child is a new college student or a returning student.
  • Do you understand the definition of financial aid?
    The term "financial aid" goes hand in hand with paying for college. But it can mean different things to different people, and often the term is used in various ways,
    
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 Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC.
NFP Securities, Inc. is not affiliated with Heritage First.
NFP Securities, Inc. does not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact NFP Securities, Inc. Compliance Department at 512-697-6000.