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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
  • Investors Are Human, Too
    In 1981, the Nobel Prize-winning economist Robert Shiller published a groundbreaking study that contradicted a prevailing theory that markets are always
  • Be Prepared to Retire in a Volatile Market
    In an ideal world, your retirement would be timed perfectly. You would be ready to leave the workforce, your debt would be paid off, and your nest egg would be
  • Understanding the Net Investment Income Tax
    It's been around since 2013, but many are still struggling to come to grips with the net investment income tax. The 3.8% tax, which is sometimes referred to as
  • Should I pay off my student loans early or contribute to my workplace 401(k)?
    For young adults with college debt, deciding whether to pay off student loans early or contribute to a 401(k) can be tough. It's a financial
  • Have you heard about the newest employee perk?
    What's one of the most cutting-edge employee benefits right now? Company-provided student loan assistance for employees who are paying back student loans.
    
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Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), Member FINRA/SIPC.  NFPAS. is not affiliated with Heritage First.
NFPAS 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 NFPAS 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 NFPAS Compliance Department at 512-697-6000.

 


Check the background of this financial professional on FINRA's BrokerCheck.