What

You WIll Learn

 

The financial tools and strategies that will help you SAVE more,  KEEP more of what you earn and save, GROW your savings and investments, and PROTECT the nest egg you are building so you can enhance your overall wealth.

Who

You WIll Learn From

 

Heritage Financial Services has over 25 years of experience educating and guiding clients, and our credentialed team members are excited to share their knowledge and financial expertise with you. 

HOW

You WILL Learn 

 

The series consists of fourteen 4-6 minute videos, each focused on a specific topic. You can pick and choose which topics interest you, listen to a playlist of all videos in a specific topic list, or watch them all. 

We share tools and strategies that will help keep you focused on saving more, putting your earnings to work, and maximizing the power of compound growth. SAVE MORE educational video segments include:

 

  • Backdoor Roth Contribution
  • 529 Plans
  • Employee Stock Purchase Plan
The key to keeping more of your hard-earned wealth may seem counterintuitive: Realize Less Income. We share some tools and strategies that can help you KEEP MORE of your wealth.

  • HELOC/Margin
  • Working with a Tax Advisor
  • Asset Location

Growing your wealth is easier if you aren’t spending too much or paying too much in taxes and fees because it means that more of your dollars stay invested and benefit from the incredible power of compound growth. But it doesn’t stop there. There is a lot of psychology involved in investing, and the reality is that one of the hardest things to do is protect your money from yourself. GROW MORE educational video segments include:

  • Rebalancing
  • Private Investments
  • Cash Management
  • Working with a Fiduciary

Expect the best; prepare for the worst. Most wealthy people focus what little time they have on accumulating assets, and they stop short of adequately protecting what they built. PROTECT MORE educational video segments look at the next level protection tools you'll need to help your current nest egg hit your next financial milestone.

 

  • Health Care Proxy & Power of Attorney
  • Disability Insurance
  • Umbrella Insurance
  • Life Insurance

ACCESS THE FREE VIDEO COURSE

Learn About Heritage

Copy of testimonial
Heritage Financial has decades of experience helping successful individuals take three key steps to identify and start using the tools that are ideal for their circumstances.