We Make Money Fun

Self Directed Brokerage Windows


Listen Later

Heritage Financial Website: https://www.heritagefinancialaz.com/

Many of us put money away into our employer-sponsored retirement plans and forget about it.   However, you may have more control over those investments than you think.   Adam Miller and Shanna Tingom of Heritage Financial Strategies explain how they work with their clients to make sure that their retirement plans and investments are best suited to their individual needs.

...more
View all episodesView all episodes
Download on the App Store

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

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings