Heritage Financial Resources

Heritage Financial Resources Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our We care. Pure and simple. We do not accept anything less.

Our commitment to excellence is evidenced by the selection of our staff and the quality of their work. We pride ourselves in having a team that sincerely cares, really listens, and puts the client’s interest before their own. In short … we treat clients the way we would want to be treated. It’s our exuberant commitment: to put you above all else. We are relaxed, open and informal, but at all times

we are efficient, professional and effective. Our down-to-earth style and practical experience come from a long-time culture of helping people and feeling passionate about doing so. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. Clients tell us they appreciate our accessibility and outstanding service. We will answer all of your questions, as they impact both your tax and financial situations.

FedImpact Retirement Workshops by ProFeds, presented by Steve Selman at the Beavercreek Golf Club. Lunch provided by Che...
04/21/2026

FedImpact Retirement Workshops by ProFeds, presented by Steve Selman at the Beavercreek Golf Club. Lunch provided by Cherry House Cafe!

04/06/2026
Happy Easter from our Family to Yours
04/05/2026

Happy Easter from our Family to Yours

OPM Retirement Backlog Surpasses 50,000 in December as Federal Workforce Shrinks
01/12/2026

OPM Retirement Backlog Surpasses 50,000 in December as Federal Workforce Shrinks

The OPM retirement backlog grew again in December, but the data show that the new digital system is improving processing times.

FedImpact Retirement Workshops by ProFeds, presented by Pete Riley via Zoom at the Beavercreek Golf Club. Lunch provided...
11/12/2025

FedImpact Retirement Workshops by ProFeds, presented by Pete Riley via Zoom at the Beavercreek Golf Club. Lunch provided by Cherry House Cafe!

Survey Shows High Reliance on Social Security, Anxiousness about It
11/05/2025

Survey Shows High Reliance on Social Security, Anxiousness about It

More than half of retirees view Social Security as their primary source of income, as do a quarter of those still working, while across both groups, “the

TSP Loans Surge As Shutdown Squeezes Federal Workers
11/05/2025

TSP Loans Surge As Shutdown Squeezes Federal Workers

With paychecks halted by the shutdown, federal workers are tapping their TSP savings—turning retirement funds into a financial lifeline.

Employees are receiving renewed furlough notices as shutdown enters second month, this time without back pay guarantees
11/04/2025

Employees are receiving renewed furlough notices as shutdown enters second month, this time without back pay guarantees

The shutdown is heading into November, sparking new, altered furlough notices to 650,000 employees.

Address

4031 Colonel Glenn Highway Suite 131
Beavercreek, OH
45431

Opening Hours

Monday 11am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 3:30am

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