Southern Heritage Investments & Planning

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Southern Heritage Investments & Planning Investment Planning, Retirement Planning, Education Planning & Estate Planning or Creative Financial Designs, Inc.

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Southern Heritage Investments & Planning is not an affiliate of cfd Investments, Inc.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
10/30/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
10/26/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Learn more about whether you need to pay estimated taxes.
10/23/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
10/21/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
10/19/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
10/16/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

10/14/2026

"The only things certain in life are death and taxes." Benjamin Franklin

Saving for college doesn’t have to be as complicated as college itself.
10/12/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
10/09/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

10/07/2026

When you choose to take Social Security might impact your retirement income. Find out how.

Address

301 E 1st North Street
Morristown, TN
37814

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+14234380107

Website

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