Heritage Financial LLC

06/02/2026

Keith got busy this weekend!

Congratulations to Keith U Heritage and Lewis Perry on capturing the 2026 Florida Panhandle Super Q Team Roping Championship buckle!

Whether he's helping clients pursue their financial goals or competing in the roping pen, Keith brings the same focus, discipline, and commitment to excellence. We're proud to celebrate this accomplishment and grateful to see Heritage Financial represented so well both in the office and in the community.

Join us in congratulating Keith and Lewis on an outstanding achievement! 🤠🏆

05/18/2026

Planning for the future starts with the right conversation. Join us at our next Estate Planning Seminars, hosted at the Dunnellon Public Library on May 27th & June 1st at 11:00am.

Whether you're just getting started or updating and existing plan, this seminar is designed to provide you with valuable insights. Bring a guest and reserve your seat today. We can't wait to see you there 💙!

05/14/2026

We're so grateful for the time, energy, and positivity Tess brought to Heritage Financial during her internship! She was a wonderful part of our team, and we loved having her with us. Wishing her all the best as she takes on her next adventure - we know she has a bright future ahead! ✨

05/11/2026

Great company, great conversations and a beautiful Derby Day. 🏇 We're grateful for the time spent together and all the great moments shared.

A special thank you to Golden Ocala Golf and Equestrian Club for hosting.

05/07/2026

Lunch and Learn at Heritage Financials' Classroom- 11 am
RSVP at: https://lunchandlearnestateplan.rsvpify.com/
13500 Progress Blvd Alachua, FL 32615

May 20, 2026 @ 11:00 AM - Heritage Financial, LLC - 13500 Progress Blvd, Alachua, FL 32615, USA

05/04/2026

04/30/2026

Want clarity, control, and confidence about your future?
If you’re retired with an estate of $750K+, join us for a complimentary seminar on estate planning strategies to help you create a thoughtful plan for you and your loved ones.
Visit our website to reserve your spot today!

We offer free events to help educate our community about financial topics that are important for retirement. Topics vary depending on the seminar, but are all focused on a specific financial concept. This is another way that we stay committed to our clients.

04/30/2026

Most investors aren't lacking a strategy,
they just haven't updated how it filters risk, taxes, and income.

If you're nearing retirement, it may be time for a second look.
☎️:352-474-6544
🌐:https://myfinancialheritage.com/

04/27/2026

If you have $1M+ in IRAs, it may be worth taking a closer look at your tax strategy.
📞 352-474-6544
🌐 myfinancialheritage.com

04/22/2026

An evening well spent with great conversation and even better company.

Thank you Daft Cow Brewery!

We always value time like this with our clients and community—already looking forward to the next one.

👉 Who’s joining us next time?