Where do you want to go? We'll get there, together.
Heritage Financial Network, Inc., located in Omaha, Nebraska is a financial services firm whose professionals focus on 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 pursue 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 pursue your goals features customized strategies for your specific needs along with a wide variety of products and services.

NextPhase - Retirement Made Clear
Looking for a retirement plan that strives to provide you with comfortable inflation-adjusted income for life?
Ask for a NextPhase™ Personalized Analysis.

2nd Opinion
When it comes to making your important financial decisions, you owe it to yourself to obtain a second opinion from an independent Financial Planner.
Call or e-mail us for your complimentary 2nd opinion.

We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.