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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Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
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The importance of life insurance, how it works, and how much coverage you need.
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Learn more about taxes, tax-favored investing, and tax strategies.
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Learning more about gold and its history may help you decide whether it has a place in your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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The market is as unpredictable as the weather. We’d love to help you prepare.
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