Plan for Your Financial Future,
Starting Today
Our team is committed to helping you make your dream retirement a reality.
Our Team
At Heritage Financial Wealth Management, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Shawn Hicks Investment Adviser Representative
Jim Lavy Investment Adviser Representative
Take Control of
Your Future
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
Insurance products are offered through the insurance business Heritage Financial Resources. Heritage Financial Wealth Management is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Heritage Financial Resources are not subject to Investment Adviser requirements. AEWM and Heritage Financial Resources are not affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Heritage Financial Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Attend an
Upcoming Event
We host seminars in the community to connect with others and share the importance of preparing for your financial future. Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. We’d love to see you at our next event.
Come Meet with Us
To learn more about Heritage Financial Wealth Management or to schedule a no-obligation meeting, contact us today!
