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 the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
There are common mistakes you can avoid when saving for retirement.
Read this overview to learn how financial advisors are compensated.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
With alternative investments, it’s critical to sort through the complexity.
If you died, what would happen to your email archives, social profiles and online accounts?
Investors seeking world investments can choose between global and international funds. What's the difference?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Pundits say a lot of things about the markets. Let's see if you can keep up.