Bringing a Conservative Approach to Main Street Investors
Welcome to Heritage Creek Financial, a retail investment firm based in Conway, Arkansas. We understand that individuals and families are facing some of the most complex times in their financial future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Beware of these traps that could upend your retirement.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A look inside the U.S. government's statistics on household net worth.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The market is as unpredictable as the weather. We’d love to help you prepare.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.