OUR ADVANTAGES

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Our Advantages

24 years of experience working for you!

We are a full-service firm that caters to a diverse clientele base
We take the time to explain all options available
Integrity assures a level of customer service and leadership unsurpassed in the industry
Clients relax in a non-pressured environment
Knowledge and trust will help guide you in your financial planning decisions

Why choose Heritage TRA?

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Nationwide Support System

Our services can be accessed by anyone in the United States. In the past, the insurance and investment industry has traditionally been conducted face-to-face and mostly found in larger cities. Many companies now use electronic applications which are easier for agents and clients to fill out and provide faster processing. Not only does Heritage have agents on the ground, but through the use of technology and the internet, we can provide services to individuals in locations that are remote or too far to reach.

Education for Our Clients

Here at Heritage TRA, education is our number one focus. Like in most sports, or games in general, there are rules & regulations you need to know in order to win. The same could apply to knowing the rules and regulations to living life to the fullest, or a life on the side lines if you don't know how to play. That's why we have made it our mission to teach everyone how to make better financial decisions just by explaining some of the rules surrounding the everyday choices we have to make.

We Deliver Results

We are honest, accessible, and constantly learning professionals that see every client as an individual. With over 24 years experience in the industry, we offer our services and the confidence of treating each person in a manner where they believe in us; doing what is right for them. Being an independent firm with access to all of the top companies gives us the ability to offer the best products to our customers. We cover every aspect of your financial planning to deliver the results you deserve and expect.

When You Are Successful, So Are We!

My Heritage Advantage is the Center for all things financial. We take an in-depth look at the “financial health” of individuals, businesses and organizations. Our focus is a holistic approach to helping our customers make sound financial decision. We 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, ultimately, 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”.


Heritage Tax & Retirement Advisors, LLC is the perfect place to get your financial health in order. We provide the tools needed to achieve your goals and keep more money in your pocket. Want to put your kids through college? Want to expand your business or start a new one? Need life insurance? Need help with taking advantage of powerful tax credits by investing in solar power? Or maybe you're ready to buy your first house? Ask yourself, can my current financial plan support my dreams? We can help you get there.

Community Hiring & Educational Conferences

We frequently hold hiring seminars in local communities to help bring opportunities to rural and statistically poor areas where the ability to make a substantial income may not be available. Check our site often for upcoming hiring events. Whether you prefer to work from home, at the office or in the field, we have opportunities to suit you. All experience levels are welcomed to apply to join our team.


Additionally, we provide online and face-to-face classes and seminars to teach specific financial concepts to anyone who would like to learn more.  We are able to do this through our partnerships with community colleges, universities, nonprofits and other organizations around the United States.


Community Partnerships

Heritage TRA works with individuals, small businesses, & community leaders to bring opportunities home to you. We have partnered with some of the top corporations across the country in their field to bring education, career opportunities, & business advancement to local communities. Have an idea or business opportunity to help someone better their personal economy, or a small business increase profit margins, or ideas to help our communities grow, we want to talk with you.

Don't wait! Schedule your FREE consultation today.

910-233-7822