Heritage Financial Network, Inc., located in Omaha, Nebraska is a financial services firm whose professionals specialize in assisting our clients with insurance, investment, and retirement planning (with a focus on retirement income strategies) as well as estate planning.
Our goal is to help our clients spend, save, invest, insure and plan wisely for their future to achieve financial independence. We work with individuals, families and business' - what matters most is not your current financial status but where you want and need to be tomorrow. You will find at Heritage Financial Network, Inc., our most important focus is on you. We're in the business of building long term relationships with a foundation of trust and quality client services.
With more than 30 years of financial planning experience, we are able to help you navigate the changing economic conditions and market swings, We advocate investing sensibly over the long term while maintaining an adequate level of insurance coverage. We work with you, side-by-side so that you're comfortable and confident with the financial suggestions we make. Our commitment to help you improve your financial future and achieve your goals features customized strategies for your specific needs along with a wide variety of products and services.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Six overlooked tax deductions to help manage your tax bill.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Protect yourself against the damage that your homeowners policy doesn’t cover.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you explored all of your choices when it comes to managing your taxable income?
$1 million in a diversified portfolio could help finance part of your retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.