We Make Money Fun

How Our Move Is Like Finding a Financial Advisor


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Heritage Financial Strategies now has a new office space - but you won't have to reprogram your GPS.  We've just moved downstairs.  We are now on the first floor of our building on South Gilbert Road.

The move was a several-months long process, and Shanna Tingom and the team realized it's similar to finding a financial advisor. They needed to find the right fit for their needs.  They then worked with a general contractor to find the labor, parts, and tools that were uniquely suited to what they wanted to accomplish - just like a financial advisor will help you find the best fit for your needs.

Another thing the Heritage team learned - if a vendor seems like a bad fit - trust your gut.  Shanna explains.

 

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We Make Money FunBy Shanna Tingom AAMS CDFA, Shanna Tingom, Jon Gay

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