Are you confused by most financial advice? If so, you're not alone. At Heritage, we believe we can affect positive change in peoples' lives, by helping them use their money as a tool to create a life they love. Our focus is helping people align their money with their goals, so they can answer the question "how can I live the best life possible with the money I have?". Our clients are entrepreneur's, families, executives, and doctors with minimally $250,000 to invest, who come to us seeking objective advice and custom financial strategies. Everyone is different, and we understand that. We will take the time to help you define your optimal lifestyle, then develop a plan to help you get the return on life you deserve. Thanks for visiting and we hope to hear from you soon! Investments & Insurance Products: Are not insured by the FDIC or any federal government agency Are not deposits of or guaranteed by the bank or any bank affiliate May lose Value Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer. Member FINRA (www.finra.org) & SIPC (www.sipc.org) to residents of NY, NJ, CT, VA, GA, FL, PA, CO, CA, MT, NC & SC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Heritage Financial Advisory Group are not affiliated.