Heritage Financial Strategies I A Maridea Company

Heritage Financial Strategies I A Maridea Company www.HertiageFinancialAZ.com Heritage Financial Strategies is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC

Happy #529 College Savings Plan Day (5/29)! A 529 savings plan is a powerful, tax-advantaged way to help fund education...
05/29/2026

Happy #529 College Savings Plan Day (5/29)!

A 529 savings plan is a powerful, tax-advantaged way to help fund education for children and grandchildren. And it's not just for college either!

Here are a few ways to observe the day:

📝 Open an account: Explore state-specific promotions and consider starting a 529 plan to support future education costs. Reach out to your advisor to get started.

📈 Increase your savings: Make an additional contribution to an existing 529 plan to keep long-term goals on track. Many plans also offer easy ways for other family members to make contributions to your children's 529's.

🔎 Review state options: Arizona isn't your only option for a 529 plan. Visit the College Savings Plans Network (CSPN) website to compare state plans, contests, and potential incentives. Or reach out to us, and we'll get the ball rolling!

Start small. Thoughtful planning today can make education costs more manageable tomorrow!

We will be closed on Monday - remembering those who made the ultimate sacrifice for our nation's freedom.Have a safe wee...
05/22/2026

We will be closed on Monday - remembering those who made the ultimate sacrifice for our nation's freedom.

Have a safe weekend!

🏜️ Choosing a financial advisor can feel overwhelming, but it doesn’t have to be. You deserve guidance from someone who ...
05/19/2026

🏜️ Choosing a financial advisor can feel overwhelming, but it doesn’t have to be. You deserve guidance from someone who listens and truly understands your desires - and knows how to turn them into long-term goals.

At Heritage Financial Strategies, A Maridea Company, we create plans tailored to your life, not just your numbers.

How do you define the right fit in a financial advisor? Share your thoughts below. 💡

It's okay to ask for financial planning help, especially when going through a divorce or big life transition.Heritage Fi...
05/14/2026

It's okay to ask for financial planning help, especially when going through a divorce or big life transition.

Heritage Financial Strategies, a Maridea Company, is with you every step of the way to help make your financial planning process simpler and more manageable.

Shanna Reed is a Certified Divorce Financial Analyst. Our team stands ready to help you with expertise and a listening ear.

Call us today! (480) 397-1184

https://hubs.li/Q04dDPBC0

Join us this Saturday for a Children's Art Gallery / Open House - featuring the lovely works of our client's families. S...
05/11/2026

Join us this Saturday for a Children's Art Gallery / Open House - featuring the lovely works of our client's families.

Saturday, May 16 | 1 - 4 pm | Open House
323 S Gilbert Rd, #111, Gilbert, AZ
Snacks and coloring pages for the kids (and adults too!)

If you are a current client and wish to submit your child or grandchild's artwork, please contact Alden Rowe or call the office. The deadline is Thursday for framing - thanks!

Happy Mother's Day to Shanna's mom, Peg! And to all the mothers of all kinds out there, here's to you and the sacrifices...
05/10/2026

Happy Mother's Day to Shanna's mom, Peg! And to all the mothers of all kinds out there, here's to you and the sacrifices and impact you make. 💐

In celebration of National Small Business Week, we’re highlighting something every business owner needs more of: real mo...
05/06/2026

In celebration of National Small Business Week, we’re highlighting something every business owner needs more of: real momentum. 💥

The Acceleration Circle is a new kind of mastermind group designed for professionals who are done with traditional networking and ready to actually move the needle.

No pitches. No quotas. Just focused collaboration, honest feedback, and time built in to execute. ✒️💡

Hosted at Heritage Financial Strategies, but built as its own community, this is a room for people who value progress over posturing.

Join us for our next meetups at 10:00 a.m. on May 12 and May 26.
Walk in with goals; leave with traction! 🚀

👉 Register for free for May 12: https://hubs.li/Q04fxNCk0

👉 Register for free for May 26: https://hubs.li/Q04fxS7X0

Today is a great reminder that investing is about progress, not perfection. ⌛One of the most powerful concepts in invest...
05/01/2026

Today is a great reminder that investing is about progress, not perfection. ⌛

One of the most powerful concepts in investing is compound interest, or earning returns on your original investment and then earning returns on those returns over time!

Staying consistent gives your money time to grow.

Whether you’re just getting started or have been investing for years, today is a great day to reflect on your goals and the future you’re building. 🙌

Did you know Shanna is a big Phoenix Suns fan? Good luck tomorrow, Suns! ☀️
04/16/2026

Did you know Shanna is a big Phoenix Suns fan? Good luck tomorrow, Suns! ☀️

⚡ Did you know April is Financial Literacy Month? Education is empowerment and that's what we strive to bring to all our...
04/15/2026

⚡ Did you know April is Financial Literacy Month? Education is empowerment and that's what we strive to bring to all our clients!

People we work with don’t expect to know everything about finances and investments, but they do want to feel confident in their decisions.

That’s what Financial Literacy Month is all about!

It’s not about complexity or jargon. It’s about helping people understand:
• Where their money is going
• How their investments are working
• What their future could look like

Because when you understand your finances, you’re better equipped to make decisions that align with your goals.

If you’ve been putting off a financial conversation, April is a great time to start. 💡

Address

323 S Gilbert Road, Ste. 111
Gilbert, AZ
85296

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

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