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Financial Quarterback

| November 01, 2021


Financial Quarter Back with Dave Hinde

Living in the Midwest, I’ve always been a Chiefs fan, and the last couple years we’ve finally been able to go where we’ve always wanted to go — and that is the Super Bowl. Probably the main reason for that is we have a quarter back that can get us where we want to go. A good quarter back has skill and all the knowledge, but he also uses all of the players around him to the best of their abilities.

At Heritage Investments, we want to be almost like your financial quarter back, in a sense. We don’t have lawyers or accountants here on our staff, but we have a great network of lawyers and accountants right here in St. Joe that we can use to make sure everything is set up the way you want it — make sure your estate plan is set up the way you want it; make sure that your accounting is done in a professional way. So, we would love to be your financial quarter back here at Heritage Investments. If that’s something you’re interested in, let us know.