"THE DECISIONS YOU MAKE TODAY WILL
DETERMINE HOW YOU LIVE TOMORROW"
“We are each charged to be good stewards of the family legacies that we build. That means not only assuring our own place in the eternal, but making sure that we provide for our loved ones and our church family by ensuring that our transition does not cause a preventable financial strain. We each and all owe it to ourselves, our families and our church to get our arrangements in order.” - David Harris
Heritage strongly believes in building mutually beneficial relationships with pastoral leaders, clergy groups and denominational organizations. Our outreach efforts are focused around educating communities on endowed giving to faith-based organizations using affordable financial products.
OUR CORE VALUES
Heritage focuses on providing members of faith-based organizations access to the right financial products and professionals to create positive, predictable and sustainable financial legacies.