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.
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There are three things to consider before dipping into retirement savings to pay for college.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Do you know where the idea of “retirement” comes from?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Do your insurance needs stay the same when the nest empties?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
What is your plan for health care during retirement?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here are five facts about Social Security that might surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.