My Heritage Advantage is the Center for all things financial. We focus on a holistic approach to helping our customers make sound financial decision. We look at the “financial health” of individuals and seek to provide or refer services that will put you in the center of your financial health planning. We teach you the pitfalls that most Americans make therefore allowing you to achieve your goals, giving you peace of mind.
We provide educational resources and practical application examples that boost plans of reaching individual financial goals. Strategic partnering with financial related businesses gives us the combined power of experts, coupled with our 24 years of experience, resulting in dynamic returns for our customers. We accomplish this by sending our customers through a comprehensive “Life Audit”.
Chief Tech Officer
Comm. & Economic Dev. Specialist