Heritage Financial LLC

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Heritage Financial LLC Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor.

For more information, please visit www.adviserinfo.sec.gov. Financial planning and Investment advisory services offered through Prosperity Capital Advisors.

🎉 Congratulations to Daniel on passing his Series 65 exam!This accomplishment reflects the hard work, discipline, and de...
10/19/2026

🎉 Congratulations to Daniel on passing his Series 65 exam!

This accomplishment reflects the hard work, discipline, and dedication he put into studying and preparing. Daniel, your Heritage Financial family is so proud of you! 👏

We look forward to seeing you build on this knowledge, take on new opportunities, and continue growing with Heritage. Help us celebrate Daniel by leaving a congratulations in the comments! 💙

You may share a retirement date, but do you share the same expectations? One spouse may picture travel and flexibility, ...
10/16/2026

You may share a retirement date, but do you share the same expectations?

One spouse may picture travel and flexibility, while the other is thinking about healthcare costs, helping family, or keeping spending predictable.

Those differences deserve a conversation before they become decisions.

Which topic would you put in the blank?

Make time to discuss what each of you wants retirement to look like.

Call Heritage Financial at (352) 474-6544 to schedule a conversation together and explore how both sets of priorities fit into your plan.

When did you last check whether your plan still reflects your life? Retirement dates, spending, family needs, and tax ci...
10/15/2026

When did you last check whether your plan still reflects your life?

Retirement dates, spending, family needs, and tax circumstances can change.

A regular review gives you a chance to revisit the assumptions behind your plan and decide whether any adjustments make sense.

If it has been a while since you looked at the whole picture, call Heritage Financial at (352) 474-6544. We would be glad to help you start that conversation.

🍂 Looking for an opportunity to learn, connect, and get involved this October? Join Heritage Financial for a month of re...
10/14/2026

🍂 Looking for an opportunity to learn, connect, and get involved this October? Join Heritage Financial for a month of retirement education, community support, and fall fun!

🗓️ October 19 | Heritage Half Hour: What is a QCD?
📍 Heritage Financial Office
Learn the basics of QCDs and how they work.

🎀 October 24 | Making Strides Against Breast Cancer
📍 Celebration Pointe
Join our team as we walk together to support those affected by breast cancer!

🗓️ October 26 | Economic Outlook
📍 Heritage Financial Office
Explore economic developments and what they could mean for your retirement planning.

🍻 October 29 | Assets After Hours
📍 Heritage Financial Office
Enjoy our Oktoberfest-themed evening with b**r, pretzels, sausages, and friendly competition. Bring a guest!

Reserve your spot or learn how to join us at www.myfinancialheritage.com/workshops/ or call (352) 474-6544. We look forward to seeing you!

10/13/2026

💼 Tuesday Tips with Keith ✅

So much generosity, and so much to be grateful for! 💗Thank you to everyone who has donated so far. We are proud to partn...
10/13/2026

So much generosity, and so much to be grateful for! 💗

Thank you to everyone who has donated so far. We are proud to partner with our clients to raise money for the American Cancer Society, and we’re grateful for the kindness and support you’ve shown. 🎀

There’s still time to join us! Through October 24, the Heritage team will continue collecting donations as we work toward our $1,000 fundraising goal.

Want to help us reach it? Visit https://secure.acsevents.org/goto/heritagefinancial to make your donation today. Those who donate $20 or more are still eligible to receive a FREE T-shirt if they’d like to match the Heritage team! 👚💕

Thank you for being part of this effort. Together, let’s keep the support going!

10/12/2026

Money in One Minute ⌚️

📈 What could today’s economic trends mean for your retirement?Join us at Heritage Financial for this month’s Economic Ou...
10/09/2026

📈 What could today’s economic trends mean for your retirement?

Join us at Heritage Financial for this month’s Economic Outlook presentation. We’ll explore the current economic landscape and offer perspective to help you better
understand the headlines and how they may relate to your financial plans.

Enjoy an informative discussion in a welcoming setting, and bring a friend who would like to learn alongside you! 💙

📅 Monday, October 26 at 11:00 AM
📍 Heritage Financial Office
13500 Progress Blvd., Alachua, FL 32615

Reserve your seat today at www.myfinancialheritage.com/workshops/ or call (352) 474- 6544.

Is your cash reserve based on your actual needs or just a number that soundscomfortable?Cash can help cover upcoming exp...
10/08/2026

Is your cash reserve based on your actual needs or just a number that sounds
comfortable?

Cash can help cover upcoming expenses and give you flexibility when something
unexpected happens.

The amount to keep available depends on your spending, other income sources, and the role your investments need to play over time.

If you are unsure how much cash fits your retirement plan, call Heritage Financial at
(352) 474-6544 to talk it through.

A large, unexpected expense can force a decision about where to getthe money. Using cash reserves or taking an additiona...
10/07/2026

A large, unexpected expense can force a decision about where to get
the money. Using cash reserves or taking an additional withdrawal may affect other parts of your retirement plan, including your investments and taxes.

Know how you would handle a cost that was not in your monthly budget. Call Heritage Financial at (352) 474-6544 to schedule a retirement review and talk through your options.

Address

13500 Progress Boulevard
Alachua, FL
32615

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 12pm

Telephone

+13524746544

Website

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