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6818 Grover Street, Suite 100
Omaha, Nebraska 68106


Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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.

Heritage Financial Network, Inc., Financial Planning Consultants, Omaha, NE

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Should You Borrow from Your 401(k)?

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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This calculator will help determine whether you should invest funds or pay down debt.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Use this calculator to estimate your capital gains tax.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Historical Inflation

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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There are some smart strategies that may help you pursue your investment objectives

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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