Heritage Financial Inc.
Financial & Estate Consulting Solutions, Since 1979


Heritage Financial Inc. - Unparalleled Services.

Receive high-quality professional services, from Heritage Financial Inc. based in Lexington, KY. Whether your investments are large or small, our team of experts can provide the resources and solutions you need to get the job done right. Our track record for consistency, timely service, and subject matter expertise make insurmountable tasks possible to overcome.

Our company is here to assist by specializing in a wide range of services including but not limited to; revocable living trusts (prepared by an attorney), annuities, IRA - 401k - 403b, and CD alternatives. We also offer; long term care, life insurance, medicare supplements at affordable prices. To speak with an experienced member of staff, simply contact us at (859) 264 - 7381, or stop in our office located at 501 Darby Creek Road #53 Lexington, KY 40509 at your earliest convenience.

At Heritage Financial Inc., we offer help in estate planning, all estates - regardless of their value - have expenses that need to be paid off before assets are distributed to the heirs. In smaller estates, the impact of settlement costs may actually be much greater than in larger estates. Are you aware of the costs you may have to pay to settle you're own or a family member's estate? If estate settlement expenses aren't met, assets in the estate may need to be sold to cover the charges.


Want more information on Heritage Financail Inc? Check out our A+ rating at the Better Business Bureau; http://www.bbb.org/lexington/business-reviews/estate-planning-and-management/heritage-financial-in-lexington-ky-165720861