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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
  • Quiz: Test Your Interest Rate Knowledge
    In December 2015, the Federal Reserve raised the federal funds target rate to a range of 0.25% to 0.50%, the first rate increase from the near-zero range where
  • How to Get a Bigger Social Security Retirement Benefit
    Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72%
  • The Importance of Saving for Retirement at a Young Age
    If you're an adult in your 20s, you are entering an exciting stage of life. Whether you've just graduated from college or are starting a new career,
  • How is GDP calculated in the U.S.?
    GDP, or gross domestic product, is a measurement of the total value of all goods and services produced in the United States over a given time period. It is used by
  • What is the most important component of GDP in the United States?
    We often hear in the media that consumer spending is crucial to the overall health of the U.S. economy, but exactly how important is it?
    
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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.