Investment options can be complex - don't waste anymore time second-guessing your financial decisions. Work with your financial advisor so you can have clarity surrounding your finances and feel confident your financial future is secure. Stop feeling like you are behind in your financial planning, and start working toward financial success.
With over 30 years experience in the financial industry, we know a thing or two about helping people just like you feel good about their finances. Click, tell us about yourself, and pick the time, date and location that works best for you. Watch some of our videos to learn more about what we believe, how we work and how we can help you!
With over 30 years experience in the financial industry, we know a thing or two about helping people just like you feel good about their finances. Click, tell us about yourself, and pick the time, date and location that works best for you. Watch some of our videos to learn more about what we believe, how we work and how we can help you!
Services
Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated.
Heritage Financial Strategies, under the direction of Shanna Tingom, is an independent financial firm providing objective advice to our clients. We're helping them reach financial goals that include saving for a college education, buying a home, saving for a wedding or other special occasion, starting a business, or saving for retirement.
I'll always remember the day my father introduced me to scuba diving. My brother and I peered over the edge of the boat and were terrified of the potential dangers that raced through our minds, it was paralyzing - and I felt incredibly vulnerable. As I took a deep breath and made the plunge, my fear transmuted into exhilaration and all of a sudden my world expanded.
Mindful Money is a money coaching and budget accountability service provided by Tingom Group, LLC. Mindful Money does not provide financial advice from licensed financial planners, rather by trained financial coaches. Should you need help from a financial planner, CPA, Attorney or other professional -Mindful Money will present these options to you and refer you to the relevant professional, with your permission.
At Heritage Financial Strategies, we work to make investing fun and simple to understand. We know our clients feel most comfortable when they understand their financial plan and investments. As an investment fiduciary, it is our responsibility to act in the best interest of our clients. An investment fiduciary is a financial professional who is legally bound to act in the best interests of their clients.
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