Heritage Financial Resources

Our goal is to make a difference in the lives of all of our clients. No one is too young or old to benefit from our services. We work as a team, providing a collaborative approach to creating solutions that are tailored to each person we meet. We counsel federal employees on their options within the federal benefits system, to help them understand their benefits, and bring balance to their retirement plan. Our plans provide diversity, safety and guaranteed lifetime income in retirement. We bring a free day of retirement benefit training from FedImpact to the Dayton area 6+ times a year. Lunch and learns are in our plans for 2019 for federal employees newer to the civil service arena. We consider it a privilege to serve those who are serving our country through their federal employment, therefore there are never fees for our services.