iMoney

One survey found that 41% of current retirees had to retire earlier than they expected.¹
Source: 1) Employee Benefit Research Institute, 2010

Some of the best financial concepts are learned in small, bite-size pieces.

Our library of iMoney ideas is built on the concept that short lessons can teach a lot about personal finance. Click on one of the items below and watch a quick movie that will show a financial concept.

Retirement Vision
Is your picture out of focus?

Inside an Annuity
Immediate or deferred: There's no right answer

The Latte Habit
How little things can add up over time

The $350,000 Baby
The price on your investment from cradle to college

Retirement Confidence
Does your confidence rise and fall with the stock market?

The Value of a Bond
How interest rate changes influence bond prices

You, Inc.
Would you invest in this company?

Which Bank Would You Go To?
Identifying potential risks in your financial strategy

The Retirement Income Factor
How much money will you bring to retirement?

Quick Links

Contact Info

111 East Broadway, Suite 340
Salt Lake City, UT 84111
Map and Directions

Phone: (801) 869-1800
Fax: (801) 869-1801

Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.

Our firm has various representatives that are licensed to conduct business in AL,AZ,CA,CO,DC,ID,IL,IN,KS,KY,MO,MT,NC,NV,OK,OR,SC,TX,UT,VA,WA,WI,WY for non-registered insurance products only.

We also have various representatives that are licensed and registered to conduct business in the following states: AK,AL,CA,CO,DC,ID,IL,IN,KS,KY,MO,MT,NC,NV,OK,OR,SC,TX,UT,VA,WA,WI,WY for non-registered and registered insurance products, as well as securities.

Heritage Financial Advisors is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Heritage Financial Advisors are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Heritage Financial Advisors are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.