Heritage Financial LLC

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.

Retirement isn't only about leaving work behind. It's about deciding what you want the next chapter to look like. Whethe...
09/02/2026

Retirement isn't only about leaving work behind. It's about deciding what you want the next chapter to look like.

Whether your vision includes travel, family, hobbies, community involvement, or simply more time for yourself, your financial plan should support what matters most to you.

What are you looking forward to most in retirement?

Let us help you connect your retirement strategy with the life you want to live. Visit our website (www.myfinancialheritage.com) or call us at (352) 474-6544 to learn more today.

Intended for pre-retirees and retirees with $750,000 or more in investible assets.

09/01/2026

💼 Tuesday Tips with Keith ✅

Another successful Assets After Hours is in the books! 🌮🎉We celebrated Taco Thursday the right way, with great food, fri...
08/31/2026

Another successful Assets After Hours is in the books! 🌮🎉

We celebrated Taco Thursday the right way, with great food, friendly competition, and even better company. We always enjoy opening our doors, playing games, and catching up with everyone who joins us.

We are incredibly grateful for each person who attended and helped make the evening so much fun. We can’t wait to do it all again next month!

Is your retirement date approaching faster than your confidence in your plan?Retirement readiness is about more than rea...
08/28/2026

Is your retirement date approaching faster than your confidence in your plan?

Retirement readiness is about more than reaching a certain age or account balance. For some, it means knowing where monthly income will come from.

For others, it means understanding future taxes, protecting a spouse, or simply feeling confident about the decisions ahead.

Whatever retirement readiness means to you, the first step is understanding whether your current plan supports it. Schedule a retirement planning conversation with us to identify the decisions that may deserve your attention.

08/27/2026

Teamwork matters, whether you’re out roping or planning for your financial future.

Keith and his longtime friend, Lewis Perry, know firsthand how important it is to trust your team and work together toward a shared goal.

At Heritage Financial, we believe in that same principle. That’s why we have a tax specialist right here in our firm, working alongside our financial professionals to help ensure every aspect of your finances is coordinated and cared for.

Because when the right people work together, you can move forward with greater confidence.

Could paying it off create a different financial risk that you have not considered?Entering retirement without a mortgag...
08/26/2026

Could paying it off create a different financial risk that you have not considered?

Entering retirement without a mortgage can reduce monthly expenses and provide peace of mind. However, using a large portion of your savings to eliminate the loan could also reduce liquidity and create tax consequences.

The answer may depend on your interest rate, available assets, income needs, taxes, and personal comfort with debt.

Before using a significant portion of your savings to eliminate your mortgage, let’s evaluate how the decision could affect your income, taxes, and liquidity. Call us at (352) 474-6544 or visit our website to schedule a conversation.

08/25/2026

💼 Episode 12 - Tuesday Tips with Keith ✅

Your paycheck may stop when you retire, but your expenses won’t.Creating a dependable retirement income strategy can hel...
08/24/2026

Your paycheck may stop when you retire, but your expenses won’t.

Creating a dependable retirement income strategy can help you approach the next chapter with greater clarity and confidence.

Have you thought about what will replace your paycheck in retirement?

Let us help you build a personalized plan designed around your income needs, goals, and vision for retirement. Visit our website (www.myfinancialheritage.com) or call us at (352) 474-6544 to learn more today.

Intended for pre-retirees and retirees with $750,000 or more in investible assets.

💲Stay informed and join us for our upcoming Economic Outlook Class! We’ll explore current economic trends, share valuabl...
08/21/2026

💲Stay informed and join us for our upcoming Economic Outlook Class! We’ll explore current economic trends, share valuable perspectives, and enjoy an engaging conversation in a relaxed, welcoming setting. 🗓️

📍 13500 Progress Blvd., Alachua, FL 32615

Bring a friend and learn alongside us! 👭

Seating is limited, so reserve your spot today through the RSVP link on our website or by calling our office at (352) 474-6544. ✅

☂️ Life insurance can serve different purposes at different stages of life. Whether you share financial responsibilities...
08/20/2026

☂️ Life insurance can serve different purposes at different stages of life. Whether you share financial responsibilities, have an outstanding mortgage, support loved ones, or hope to leave a legacy, it may be worth considering how coverage fits within your broader financial plan.

Thoughtful preparation today can help protect the people and priorities that matter most tomorrow.

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

Telephone

+13524746544

Website

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