• Investments

    CDs Tiered interest paid quarterly; terms from three to 60 months.

    IRAs No monthly fee; traditional and Roth IRA available.

  • Insurance

    Term Life Insurance An affordable option to keep you covered.

    Accidental Death Up to $300,000 worth of coverage, no medical questions asked.

    Long-Term Care Be prepared for an unexpected illness or hospitalization.

    Auto Free, instant rate quotes from reputable carriers.

    • Added Benefits

      Looking for Financial Help? Our partnership with LPL financial will put you on the right track with investment services, insurance products and information access.

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Life Event Planning

We all know life can throw us some curve balls now and then. Therefore, planning for different life events is essential. At United Heritage, we’ll help you prepare for and handle some of life’s biggest challenges and celebrate the accomplishments.

Beginning Your Career

College is over. Now it’s time to prepare for the real world.

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Buying a Car

Before you pick out your new ride, do your homework.

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Buying a Home

Things to think about before buying your dream home.

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Newly Married

Before happily ever after can begin, there are a few things to go over with your new spouse.

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Preparing for a Baby

There are many things to think about when preparing for your new bundle of joy.

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Income Changes

Downsizing your expenses to keep your financials afloat.

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Saving for College

With tuition fees on the rise, it’s never too early to start planning for your child’s education.

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Loss of a Loved One

What you need to know as the executor of the estate.

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Preparing for Retirement

It’s never too early to start planning for retirement. Do what you can now to ensure your financial future is secure.

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Later in Life

Plan your estate now so that nothing is left to chance.

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Getting a Divorce

Deciding to end a marriage is a difficult time fraught with many emotions. If you’re facing divorce, prepare yourself and acquire the necessary information.

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