About Us

"THE DECISIONS YOU MAKE TODAY WILL
DETERMINE HOW YOU LIVE TOMORROW"

David Harris

OUR VISION

To be recognized as the go to Independent Marketing Organization that provides financial solutions, security and well-being through industry leading insurance products.

OUR MISSION

To provide innovative insurance solutions with personalized service exceeding our customers’ expectations. We partner with our customers to find the best solutions for their current needs and for the future.

OUR CORE VALUES

  • Humanity

  • Expertise

  • Reliable

  • Innovation

  • Teamwork

  • Accountability

  • Grateful

  • Excellence

    • WHAT HERITAGE CAN DO FOR YOU?

    "Preserving Legacies One Relationship At A Time"