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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Is your estate in order? This short quiz may help you assess your overall strategy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How do the markets usually react to elections? Was the 2016 election any different?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How will you weather the ups and downs of the business cycle?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.