Heritage Financial Solutions, LLC.

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Heritage Financial Solutions, LLC. David T. Jackson - Founder and CEO at Heritage Financial Solutions Additionally, David T. Jackson is not licensed in all jurisdictions.

Jackson offers a variety of strategies that can help you meet a number of insurance and financial needs, including, but not limited to college funding, asset protection and growth, retirement planning, business growth and protection. and key employee attraction/retention.Please contact me to help you fully analyze your needs and recommend appropriate solutions. Jackson is an Agent licensed to sell insurance through New York Life Insurance Company and various other independent unaffiliated insurance companies. Jackson is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. His business office is the Greater Atlanta General Office located at 3655 Brookside Parkway #400
Alpharetta, Ga 30022
(770)730-2000. Registered branch address:
4439 Sugar Maple Drive Nw
Acworth, GA 30101

David T. Neither Heritage Financial Solutions LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Heritage Financial Solutions LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Although equal splits look fair on paper, they can ignore lifetime gifts, different needs, or hard-to-divide assets and ...
10/16/2026

Although equal splits look fair on paper, they can ignore lifetime gifts, different needs, or hard-to-divide assets and leave siblings fighting long after you’re gone.

Although equal splits look fair on paper, they can ignore lifetime gifts, different needs or hard-to-divide assets and leave siblings fighting long after you’re gone.

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children ca...
10/15/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

Social Security needs more money, and some Congressional lawmakers want high earners to help provide it. But changing th...
10/14/2026

Social Security needs more money, and some Congressional lawmakers want high earners to help provide it. But changing the Social Security tax cap would be more complicated than simply asking high earners to pay more taxes.

Some lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.

Talking to your kids about a proper home valuation can help save them from unexpected IRS penalties and capital gains ta...
10/13/2026

Talking to your kids about a proper home valuation can help save them from unexpected IRS penalties and capital gains taxes.

Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing ...
10/12/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to buil...
10/09/2026

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.

The little-known update is assisting families in making the right plans for college, and helping savings go further.

Unpack the Semiquincentennial sticker shock by comparing the modern economy to the simple days of Casey Kasem countdowns...
10/08/2026

Unpack the Semiquincentennial sticker shock by comparing the modern economy to the simple days of Casey Kasem countdowns and affordable living in 1976.

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.
10/07/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

Is it time to add more federal income tax brackets? A new analysis says yes.
10/06/2026

Is it time to add more federal income tax brackets? A new analysis says yes.

Inheriting a home with siblings or other family members can bring financial, legal and emotional decisions. Here's what ...
10/05/2026

Inheriting a home with siblings or other family members can bring financial, legal and emotional decisions. Here's what to know about your options, from selling the property to buying out another heir.

Inheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.

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Atlanta, GA

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+17705963840

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