Heritage First Financial planning, retirement planning, investments, kansas city, missouri, 64112, 64113, CFP, Don, Lueke, Donald, heritage, heritage first, legacy, leagacy planning, planning, success, goals, family, philanthropy, stewardship, investing, saving, insurance, annuity, annuities, advice

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 has been created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, 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.  Significance in preparing vision statements for your family; and sharing stories and values while building family unity.  We encourage philanthropy and help with strategies in charitable giving.

We’re here to help educate you about the concepts of financial planning; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.  At Heritage First, we appreciate the value of relationship and we welcome the opportunity to be of service.  Thank you for visiting.
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Car Affordability

How much can you afford to pay for a car?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

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