Heritage Financial Solutions, LLC.
David Jackson
Founder and CEO
According to an April 2021 survey by Gallup, 45% of Americans are worried that they are not able to maintain the standard of living they currently enjoy.
Do you have a financial strategy in place for your family? Family is everything. And everything parents do is focused on preparing their children for a bright future—including ensuring a solid financial future. For that peace of mind, you need a financial professional by your side providing the knowledge, experience and integrity you need to help you succeed. Working together, we'll focus on the financial decisions that impact those who count on you. We can create long-term solutions that can turn your love into the future you envision for your family. Let us help you get started.
Videos
We have interesting videos for you to watch on my site.
Calculators
You can review interesting calculators on my site.
Contact Us
Please feel free to contact us with any questions.
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
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