A WEALTH MANAGEMENT FIRM

Helping You Plan Your Financial Future

Contact Us

200 Prosperity Dr

Knoxville, TN 37923

Phone:
865-690-1155

Fax:
865-690-1003

E-mail address: [email protected]

Videos

One survey found that 47% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2013

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts. Choose any of the video concepts below and then click the start arrow to watch.

The Latte Habit

How little things can add up over time
The Retirement Income Factor

How much money will you bring to retirement?
American Tax Burden

Are you concerned about your tax situation?
What Is Investment Risk?

How different types of risks can adversely affect your investments
Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
Protecting Your Dependents with Life Insurance

Term or whole life? Just be sure you have adequate coverage.
Behavioral Finance

Reacting emotionally may hinder your investment results.
The Value of a Bond

How interest rate changes influence bond prices.
What Would Happen to Your Estate?

Estate planning documents can help you manage your estate.
What Is An Annuity?

Immediate or deferred annuity: there's no right answer.
Bringing Up Baby

The cost to raise a child from cradle to college.

Contact Us

200 Prosperity Dr

Knoxville, TN 37923

Phone:
865-690-1155

Fax:
865-690-1003

E-mail address: [email protected]

Market Watch

October 17, 2014 @ 11:46 AM

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials ETF	+1.1%
Nasdaq Composite ETF	+1.1%
S&P 500 ETF	+1.0%
S&P; Volatility Index ETF	-20.5%

[ Markets | Charts | Quotes | Portfolio ]

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Videos

A dynamic library of videos.
Flipbooks

These magazine-style flipbooks provide helpful information.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Heritage Investor, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA (www.finra.org), SIPC (www.sipc.org). Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor. The Representative associated with this site is registered to conduct business in the following states: TN, GA, FL, WV, MI, OK, VA

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.